Thank you for registering with our website. Please read the following information before proceeding. |
GMO serves a primarily institutional client base. Although we do have a small number of high net worth clients, GMO is an investment manager and does not offer investment advisory services that one might find at an organization that is dedicated to servicing high net worth individuals.
The minimum investment for a mutual fund account is $10 million or $5 million for a tax-managed account. GMO also offers several privately-managed products (hedge funds), that carry minimums of $5 million or more per fund. In addition, there are several additional investor qualifications necessary to participate in these private offerings, including specific minimum net worth, income, and total other security investment amounts. If you are interested in viewing data for our private offerings, and believe you meet the financial requirements, please click here for contact information. Information about our private funds is not available to non-qualified web users.
If you do not meet our $10 million investment in mutual funds, but are interested in investing with GMO via one of our sub-advisory relationships (which have much lower minimum investment requirements), please note the following alternative investment options:
GMO sub-advises several funds that are offered to private investors through Wells Fargo and John Hancock Funds. Please use the toll-free numbers or web addresses below to request a prospectus (which you should read before investing) and information about fees, expenses, and investment minimums. GMO does not provide any information about these sub-advised investments.
Through Wells Fargo Funds Management, LLC: Wells Fargo Advantage Asset Allocation Fund invests all of its assets in Asset Allocation Trust, and the Wells Fargo Advantage Absolute Return Fund invests all of its assets in Benchmark Free Allocation. Asset Allocation Trust and Benchmark Free Allocation are advised by GMO. Contact Wells Fargo at 800-343-2898 or www.wellsfargoadvantagefunds.com.
Through John Hancock Funds: GMO is the sub-advisor for the John Hancock US Equity, John Hancock International Growth, and John Hancock International Core Funds. Contact John Hancock Funds at 800-225-5291 or www.jhfunds.com.
GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across global developed and emerging markets, as well as absolute return strategies. Our client base includes endowments, pension funds, public funds, foundations and cultural institutions. The minimum investment for a mutual fund account is $10 million or $5 million for a tax-managed account. GMO also offers several privately managed products (hedge funds) that carry minimums of $5 million or more per fund. There are several additional investor qualifications in order to participate in these private offerings. A separately managed account must have assets of $200 million or more.
For registered users, we provide performance, investment characteristics, top holdings, etc., for our strategies. If after reviewing the available information you have questions that you would like to direct to one of our business development or consultant relations professionals, please click on the link for more information.