Investment Vehicles

Investment Vehicles

It has always been our goal to help our clients meet their needs. By offering Perkins strategies across a number of different institutional investment vehicles, we are able to provide investors with the ability to utilize our solutions within their own vehicle requirements.

Separate Accounts

Institutional separate accounts offer access to all of our strategies and dedicated client service. We can tailor and manage your portfolio to meet your guidelines and objectives. Institutional separate accounts carry high investment minimums.

Separately Managed Accounts

Available to sponsors for use on SMA platforms via single contract, dual contract or UMA/model delivery programs. Fees and account minimums vary based on strategy and type of program.

Mutual Funds

Funds are available in multiple share classes to meet the needs of financial intermediaries, retirement platforms, institutional investors and supermarkets.

U.S. Mutual Funds

Variable Insurance

Variable Insurance portfolios are designed for use in variable insurance products and certain qualified plans.

For information on additional vehicles and international options, please contact your Perkins representative.