Investment Performance |
The performance we present is a composite of portfolios with similar investment objectives and account types. All of the constituents of the composite are tax-advantaged accounts and are comprised of balanced portfolios with multiple asset classes. We present a total portfolio number, both before and after fees, and an equity-only number. The total portfolio calculation includes all of the various asset classes (i.e. cash, bonds, stocks). The equity return excludes all other asset classes.
We would encourage you to read the disclaimer carefully as it provides more detailed information about our firm, the characteristics of the composite, and the calculation methodology. Please contact Dave Stepherson with any questions regarding this performance report. |
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