Our rates of return are coveted by Money Managers, Investment Managers, Asset Managers, and Fund Managers. Desire for our rates of return also exist with Portfolio Managers, Wealth Managers, and Hedge Funds along with Wealth Management, Investment Management, and Asset Management Firms.
We are a Private Account Wealth Management Services firm offering above normal rates of return on investment for wealthy individuals, families, foundations and business owners. Our long-term average rates of return on investment outperform the S & P 500, Nasdaq 100 and Russell 3000 through either a rising or declining stock or bond market.
The chart below compares our Wealth Management Services performance — for both our Model 1 (most conservative) and Model 5 (most aggressive) — to the S & P 500 Index, the Nasdaq 100 Index and the Russell 3000 Index during the same period. The appropriate model for a new client is determined when our client profile form is completed and analyzed. The Stock Indices measure the performance of a theoretical portfolio.
* Performances are net of all fees and expenses, before taxes, and include reinvestment of dividends and capital gains. The Model 1 through 5 past performance, before taxes, is not necessarily an indication of how the various models will perform in the future. Please read the Investment Advisory Agreement for Wealth Management Services carefully before investing. Again, past performance does not guarantee future results.
** The S & P 500 Index, the Nasdaq 100 Index and the Russell 3000 Index are all widely recognized, unmanaged indices of common stocks. The performance for all three indices reflects the reinvestment of dividends, but does not reflect any deductions of fees, expenses, or taxes. Investors would incur transaction costs and other expenses, if they purchased the securities necessary to match the different stock indices.