Disclaimer

Composite results are from all fully discretionary Large Cap Core Growth and Multi-Asset Portfolios of qualifying size and are time-weighted, compounded rates of return. The Large Cap Growth emphasizes long term growth of Capital.  The Multi-Asset composite emphasizes a combination of growth and income. They are presented annualized, net of management fees, and include reinvestment of dividends. Fixed income results reflect the fixed income portion of Multi-Asset accounts.  Fixed income emphasizes income and capital preservation. Our standard fee schedule is 1% on the first $1 million and 0.75% on the balance.  Larger portfolios such as those in the composite may have negotiated fees lower than the standard fee schedule as stated in our Form ADV, which is available upon request. 

 

The S&P 500 Index is a market weighted index of 500 mid to large capitalization companies selected by market size, liquidity and sector. They are shown without deduction of fees and include the reinvestment of dividends. Actual results will be affected by market fluctuations, the deduction of advisory fees, brokerage commissions and transaction charges. 

 

The Lehman Brothers Intermediate Government Corporate Index (LIGC) includes securities in the Government and Corporate Indices.  They are shown without deduction of fees and include the reinvestment of dividends. Actual results will be affected by market fluctuations, the deduction of advisory fees, brokerage commissions and transaction charges.  

There is no guarantee that past performance is indicative of future results.