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).
Firm and Steady Growth
Our Performance
McIver Model Porfolio Performance
At March 31, 2024 | 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 | 5.23% | 5.25% | 5.82% | 4.01% | 8.78% | 13.94% | 4.52% | 4.52% | 5.09% | 6.73% |
P2 - Conservative | 6.13% | 5.71% | 6.39% | 4.50% | 10.32% | 14.35% | 5.13% | 5.13% | 6.59% | 7.74% |
P3 - Conservative Value | 7.25% | 6.80% | 7.74% | 5.70% | 12.64% | 14.57% | 6.24% | 6.24% | 7.75% | 9.03% |
P4 - Conservative Growth | 7.50% | 6.92% | 8.08% | 6.07% | 13.13% | 14.22% | 6.40% | 6.40% | 8.66% | 9.45% |
P5 - Growth | 8.33% | 7.75% | 8.92% | 6.83% | 14.20% | 14.19% | 7.47% | 7.47% | 9.06% | 9.98% |
Do You Want To Know More?
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Ask all your questions, get all the answers and hear about all the benefits. Don’t worry, we are sure we can find a custom solution for your specific case.
Call us at +1 (604) 643-7337
Email us at nmciver@cgf.com