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Pilar Asset Management, LLC

Pilar Asset Management, LLC


Pilar Asset Management, LLC's financial review

Employees

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Pilar Asset Management, LLC information

Registered Investment Adviser providing investment management services through separately managed accounts (SMEs). We provide smart, simple investing, without the high fees associated with traditional investment management. We invest your money in a diversified portfolio of US and Canadian listed stocks using proprietary investment strategies and cutting-edge technology that helps you earn the bes...
Registered Investment Adviser providing investment management services through separately managed accounts (SMEs). We provide smart, simple investing, without the high fees associated with traditional investment management. We invest your money in a diversified portfolio of US and Canadian listed stocks using proprietary investment strategies and cutting-edge technology that helps you earn the best possible return.We manage your money through Separately Managed Accounts which means:-Accounts are individually managed, not commingled with other investors.-Assets are held in your name at Interactive Brokers, LLC (IB), our brokerage and custodian for client assets. You transfer your funds directly to IB and only you can withdraw your funds. -No lock-up periods.-No redemption fees.-24/7 access to your account, where you can find your account balance, holdings and trading activity. First we learn your investment needs, capacity and tolerance based on your answers to our customized questionnaire. Then you lay back an let us put your money to work. We are internet only adviser. That means all our communication is through internet and we are required by the SEC to save all the correspondence. So we do not promise anything beyond our ADV form. Our fees are low, 0.8% of assets under management annual. If you invest more than 1 million dollars the cost goes down to 0.6% of the AUM. You can find our ADV form on our website at https://www.pilarinvest.com/

Pilar Asset Management, LLC industries

Investment management
Financial services

Pilar Asset Management, LLC's financial review

Employees

1

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