Separately-Managed Accounts
At Tortoise Capital Advisors, we combine our MLP energy infrastructure investment expertise and resources with a commitment to serve our clients' individual investment goals.
Our customized portfolios consist of publicly-traded securities in master limited partnerships (MLPs) in the energy infrastructure sector.
These companies gather, transport, process, store, distribute or market natural gas, natural gas liquids, coal, crude oil, refined petroleum products or other natural resources.
We manage approximately $1.9 billion in assets, including $415.7 million in separately managed accounts, as of April 30, 2009.
We serve investors seeking long-term capital growth and appreciation, and a high level of total return with an emphasis on current cash distributions and managed risk. Our minimum account balance is $500,000 with a 1% management fee.
Our Investment Objectives [ top ]
As with our public funds, these objectives determine every decision we make:
- Yield –
- High current distributions paid to investors;
- Growth –
- An industry with real, hard assets and increasing demand from economic and population growth; and
- Quality –
- Strategic selection of stable recurring revenue streams by an experienced management team
Contact Us [ top ]
Please contact us to learn more about how you might benefit from a Tortoise Capital separately-managed account.
To request a form ADV Part II, please send an email to Diane Bono at Dbono@tortoiseadvisors.com