Company Name
Snowcrest Capital

Snowcrest Capital

Snowcrest Capital Management, LLC is an independent Registered Investment Advisory (RIA) firm located in the Rocky Mountains of Salt Lake City, Utah. Our firm was founded by professionals from different areas of the industry – including investment management, consulting, trading, and wealth management. We’ve intentionally organized ourselves in an independent manner, absent any broker-dealer, in order to maximize our ability to provide our clients with objective and unbiased oversight of their assets.

Investment portfolio

Our Small Cap portfolio seeks to achieve capital appreciation by primarily investing in small companies with above average growth potential.  Small companies, according to the manager, are companies whose market capitalizations are generally less than $2 billion at the time of purchase.  The manager maintains a concentrated portfolio of small cap companies traded on US exchanges.

Strategy
Stocks
Sharpe ratio
0.98 365 days
Performance
14.0% 365 days
Risk score
Fees
  • 1.25% fee
  • $35,000 min


Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.