Our Products

Tsai Capital Individually Managed Accounts
Tsai Capital Corporation manages separate account portfolios for a range of clients - corporations, estates, high-net-worth individuals, partnerships, profit sharing plans and trusts. Each account is managed individually to a target model portfolio.

Our managed portfolios can also be tailored to meet the specific needs and objectives of a client. For example, fixed income assets can be included for greater diversification and current income.

Minimum investment: $250,000

Our Services

Reporting
Clients receive a quarterly letter from Tsai Capital and monthly statements from the brokerage firm at which their assets are held in custody.

Client Meetings
Most of our clients prefer to have annual or semi-annual meetings, but we are also available to answer any questions regarding a client's portfolio on an ongoing basis.