We track and measure the performance of every account that we manage or have managed. Accounts are managed and measured by risk category. We talk about our performance much more than our competitors because we are proud of our performance, and long-term, it compares favorably with relevant benchmarks of excellence.

Our Large Cap Growth composite is being tracked nationally by a dozen different databases. In addition, our composites as well as our firm are compliant with Global Investment Performance Standards (GIPS®). All of our performance statistics are audited each quarter by Ashland Partners.

As you compare our firm to others, we encourage you to determine if other money managers or financial planners/advisers are GIPS® compliant and if their performance statistics are audited by an industry approved third party.

Performance statistics for all accounts are available upon request.