Performance Tear Sheets

We are proud of our top-ranked 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.

Large Cap Growth Portfolio

Income & Growth Portfolio

Peak Resources & Energy Portfolio