Performance


We focus on the net returns of our clients. For taxable accounts, we seek to maximize after-tax returns, rather than pre-tax returns, which sometimes negatively affects annual reported results but is beneficial over the long-term to our clients’ individual finances. For tax-exempt accounts, we seek to generate maximum returns by taking advantage of the increased tax flexibility that these accounts benefit from. 

Average year performance of equities*:

2012201320142015201620172018
23.83%8.81%0.78%10.33%5.36%13.72%-6.25%

Average year performance of fixed income*:

2004200520082009
6.60%2.63%0.11%17.81%

*Previous performance doesn’t make any promise or reference to future period performances