Investments Technology, Inc. has been in the investment advisory business since 1981 and manages the Jhaveri Value Fund. The firm invests primarily in large-cap stocks traded on the NYSE and NASDAQ, using a bottom-up approach to identify undervalued stocks based on their proprietary valuation model. They also use an overall market valuation model to assist in market timing.
Assets Under Management$6.2M
Clients1
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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