Past performance is not indicative of future returns.

Leeb Capital Management (“LCM”) claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared this report in compliance with the GIPS Standards. LCM has been independently verified for the periods 4/1/99 through 12/31/20. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. The verification reports are available upon request.


Global Investment Performance Standards (GIPS®)

A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the Global Investment Performance Standards and have been implemented on a firm-wide basis.


Performance Composite For Investment Advisor Strategies

Global Investment Performance Standards (GIPS®) Composite Records

The content presented in this document is for informational purposes and should not be taken as a recommendation to purchase any individual securities. Index returns shown in the performance comparisons where provided by Standard & Poor’s and Bloomberg. All of this information comes from sources believed by LCM to be reliable. LCM, however, cannot guarantee the accuracy of comparative returns and therefore shall not be held liable for inaccurate information obtained from data providers.

Large Cap Growth Composite

Leeb Capital Management (LCM) Composite Records

The Large-Cap Growth The verification reports are available upon request. Verification does not ensure the accuracy of any specific GIPS report.

Performance Composite For Investment Advisor Strategies

Income and Growth Composite

Leeb Capital Management (LCM) Composite Records

LCM’s Income & Growth Composite combines income generating securities, including common equity, preferred stocks, convertible bonds, and fixed income investments.

Peak Energy and Resources Composite

Leeb Capital Management (LCM) Composite Records

The S&P 500 GICS Energy Sector is a subset of the S&P 500 and represents only those companies that meet S&P’s definition of energy companies.