You own a portfolio of individual securities (from 100% Stocks/0% Bonds to 0% Stocks/100% Bonds (depending upon your goals and risk tolerance), held and safeguarded by an independent, third-party qualified Custodian.
You receive a monthly statement detailing assets and transactions from the Custodian. Additionally, each quarter you receive a performance report, client letter, and follow-up phone call to address any questions.
Minimum initial investment: $100,000.
You own shares of a “pooled vehicle” invested 100% in stocks. Instead of owning a portfolio of individual securities, you own a proportional share of the entire portfolio.
Minimum initial investment: $1,000.
To learn more about Kirr, Marbach Partners Value Fund, visit our website here.