GMO is a global investment management firm committed to delivering superior investment performance and advice to our clients. Investment offerings include equity, fixed income, multi-asset class, and alternative strategies. Our client base is comprised primarily of institutions, such as corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, family offices, and financial intermediaries.
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. We offer separately managed accounts to investors who meet minimum investment size guidelines that vary by investment strategy and range from $25 million to $500 million.
If you have questions that you would like to direct to our business development and consultant relations teams, please click on the link for more information.
GMO serves a primarily institutional client base. As stated above, 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 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 may 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 are interested in investing with GMO, but you do not meet our minimum investment qualifications, GMO sub-advises funds that are offered to private investors through Wells Fargo. Please use the toll-free number or web address 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.
Wells Fargo Asset Allocation Fund invests all of its assets in Asset Allocation Trust, and the Wells Fargo 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 800-222-8222 or www.wellsfargofunds.com