What is a Spoke Fund®? Where can I find out more about Spoke Funds?
A Spoke Fund ® is a group of separate investor accounts linked to a portfolio containing most of the liquid net worth of that fund’s manager. “Spoke Fund” is short for “hub and spoke” model. The portfolio manager’s money is the hub and the spokes lead to each investor’s account. Any changes in the hub are simultaneously made in the spoke accounts. Thanks to technology, this can all be done pretty easily. Here is a simple illustration. Find out more on our founder’s blog, Cale In The Keys. Here is the definition of a Spoke Fund ®. Here is why Cale built a Spoke Fund ® to begin with instead of a hedge fund or mutual fund. And here is more info for other portfolio managers looking to build their own Spoke Fund ®.
