Formula Investing Benefits - The methodology we use is simple, logical and disciplined.
- Clients pay one flat fee of 1%, covering all commissions and management fees.
- Clients can view their account holdings and portfolio performance at any time using their personal, secure login.
- Account minimum: $100,000.
- Formula Investing is operated by Gotham Asset Management, LLC.
Joel Greenblatt
Is Co-CIO of Gotham Asset Management, LLC, the operator of Formula Investing, a Professor on the adjunct faculty of Columbia Business School, the former chairman of a Fortune 500 company and a member of the investment board of the University of Pennsylvania. He is the author of three books including the NY Times bestseller, "The Little Book that Beats the Market". Mr. Greenblatt holds a BS and a MBA from the Wharton School.