Where can I go to get a comparison of your performance with other investment management companies?
We publish our composite performance information on a quarterly basis in mailings to our clients. We also claim compliance with the Global Investment Performance Standards (GIPS®).
For professional advisors and others in the investment business, we report to
several external database services to which we submit our performance numbers
on a regular basis. Subscribers can make a comparison of a variety of firms on
a true “apples to apples” basis.
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