Become a Client

Mad River's Managed Opportunities program is offered to individuals, families, and institutions through a separately managed account at Fidelity. Below are the key terms:

• Minimum Investment: $500,000

• Management Fee: 1.5% of Assets Under Management

• Performance Fee Option: Available to Accredited Investors Only

• Average Number of Securities: 25 to 30 securities

• Benchmark: S&P 500 Composite

• Custodian: Fidelity Investments

• Liquidity: Daily at client instruction

What happens next

If you would like to learn more, the simplest first step is a phone call. Email or call us, and Michael Gagne will follow up to schedule an introductory conversation, typically 30 to 45 minutes. Before the call, we are happy to send our most recent quarterly letter, our Form ADV, and our Customer Relationship Summary so you can come prepared with whatever questions are on your mind.