What is an institutional pooled account?
“Institutions” arrange “wholesale” funds for the benefit of large investors. Wealthy individuals often use institutional funds. In total, about 80% of all retirement plan investments are in institutional funds while the vast majority of individual investors utilize “retail” investment products. Costs are extremely low for institutional funds because there are no additional distribution fees. However, the minimum amount required to invest prevents most individuals from utilizing them. GFG has developed relationships with some of the premier institutional investment companies in order to allow you to have access to their investment products.
