Modified Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Modified Investments serves a very small number of primarily high-net-worth individual clients, offering ongoing discretionary portfolio management and separately managed account services. The firm documents client objectives in an Investment Policy Statement and, like most independent advisers, generally charges asset-based advisory fees.
The firm pursues a range of strategies including a long/short equity approach and may invest across mutual funds, ETFs, equities, fixed income, real estate funds, hedge funds, private placements and commodities while using options, short sales and margin where appropriate. Its analytical methods include fundamental, quantitative, technical, charting and cyclical analysis and portfolios are monitored and adjusted on an ongoing basis.
What distinguishes the firm from many peers is its acceptance of performance‑based fees for qualified clients — an uncommon fee structure among independent advisers that the firm acknowledges can create incentives to pursue higher‑risk investments and that it manages alongside standard fee accounts. The firm also requires clients to custody assets with specified broker‑dealers/custodians, citing best execution, research access and operational services as reasons for that requirement.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
20% of net capital appreciation above a hurdle rate with a high water mark for Qualified Clients
Account minimum: $250,000
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Modified Investments · Modified Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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