O'Shaughnessy Asset Management (OSAM) is a quantitative money management firm that delivers equity portfolios to individual investors, institutional investors, and high-net-worth clients of financial advisors. OSAM also manages mutual funds and serves as a sub-advisor to Canadian mutual funds. OSAM's investment strategies are based on empirical research to uncover quantitative stock selection strategies. OSAM offers a range of equity and exchange-traded product strategies.
Assets Under Management$20B
Clients11,156
Advisors55
Avg. per Client$1.8M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
OSAM's fees are based on a percentage of the assets they manage. The fees vary depending on the specific investment strategy. For the Canvas Managed Options Strategies, the annual management fee is:
- First $0 to $25 million: 0.45%
- $25,000,001 - $50,000,000: 0.35%
- $50,000,001 - $75,000,000: 0.25%
- $75,000,001 +: 0.20%
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Location
55 Advisors at this firm
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