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Updated Weekly - Performance history: October 7, 2005 to November 14, 2008 [ ]

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

-Anonymous


 

 

 
 

Focus Areas:

  • 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:

  • Year-to-date: +17.470%
  • Since Inception: +165.273%
  • Annualized Return: +37.266%
  • 3-Year Monthly Average: +2.677%
  • Quarterly Average: +8.017%