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Custodio Asset Management – Performance: Oct 7, 2005 – Jan 29, 2010 [ ]

"Like farmers we need to learn that we cannot sow and reap the same day"

-Anonymous


 

Investment Type: Managed Accounts.

Investment Strategy Used:
Long/Short (Inverse) on US-based 2x Beta Index Funds offered through Rydex Investments.

 
 

Investment Management Services

  • Individual and High Net Worth Investors
  • 401(k), 403(b) Rollovers
  • SEP, Roth and Traditional IRAs
  • Corporate and Trust Accounts
 
 

Net of Fees Performance Highlights

  • 2010 Performance: +1.009%
  • Since Inception: +147.00%
  • Annualized Return: +23.466%
  • Monthly Average: +1.872%
  • Quarterly Average: +5.719%