We are proud of our performance record. All performance calculations and presentations have been verified by a leading compliance firm, and verification letters are available upon request.

While we have received accolades for past performance, we won’t rest on our laurels. We remain dedicated to using hard work, unique analytical tools, and a time-tested investment philosophy to build on our impressive record.

Please click on the links below for detailed performance histories of each strategy.


Large Cap Growth

Income & Growth

Peak Resources & Energy