Performance
Adding Value Through Stock Selection and Low Volatility: Over the past ten years our strategy of selecting stocks to maximize performance and reduce volatility has been successful. We use no Wall Street research or economic forecasts, so how have we been able to beat the Street Indexes and most professional money managers? The following information helps explain and illustrate our competitive edge.
Returns/Statistical Analysis: *Source:
Informa Investment Solutions
Institutional LCG (Large Cap Growth)
SP500/Select (Large Cap Growth)
DowJones/Select (Mega Cap Core)
High Income MLP's (Income &
Growth)
We report our results each month to many
"emerging manager" databases (Wilshire Odyssey, Altura
Capital) as well as others such as Informa (PSN), eVestment
Alliance, Morningstar, and Money Manager Review.
Money Manager Rankings:
Quarterly Newsletter:
