See how we help our clients
achieve their goals
accountably EFFICIENT
Our long-term performance is excellent, steady and verifiable. Our third-party audited performance is reported monthly and shown as net-to-client, after the management fee. Our decade-long steady performance has perfectly linear results and standard deviation (the measure of risk).
Our Performance
McIver Model Porfolio Performance
At June 30, 2022 | 10 Year Annualized |
7 Year Annualized |
5 Year Annualized |
3 Year Annualized |
1 Year | 6 Months | 3 Months | Year-to-Date | Since Inception |
Annualized Std Deviation |
---|---|---|---|---|---|---|---|---|---|---|
P1 - Very Conservative | 5.11% | 4.32% | 4.43% | 4.04% | -5.62% | -9.79% | -9.08% | -9.79% | 4.61% | 6.33% |
P2 - Conservative | 6.53% | 4.99% | 4.77% | 4.43% | -6.38% | -10.42% | -9.88% | -10.42% | 6.16% | 7.42% |
P3 - Conservative Value | 7.87% | 5.72% | 5.63% | 5.50% | -6.43% | -11.05% | -10.65% | -11.05% | 7.19% | 8.85% |
P4 - Conservative Growth | 8.18% | 5.63% | 5.63% | 5.78% | -6.68% | -11.37% | -11.04% | -11.37% | 8.13% | 9.31% |
P5 - Growth | 9.25% | 6.38% | 6.30% | 6.66% | -6.29% | -10.97% | -11.06% | -10.97% | 8.45% | 9.89% |
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