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 May 31, 2023 | 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 | 5.34% | 5.08% | 4.59% | 6.01% | 6.50% | 2.59% | 0.34% | 2.59% | 4.75% | 6.53% |
P2 - Conservative | 6.50% | 5.80% | 4.82% | 7.05% | 7.38% | 3.34% | 0.71% | 3.34% | 6.25% | 7.61% |
P3 - Conservative Value | 7.75% | 6.89% | 5.74% | 9.04% | 9.09% | 4.35% | 1.08% | 4.35% | 7.33% | 9.00% |
P4 - Conservative Growth | 8.04% | 6.98% | 5.91% | 9.64% | 9.87% | 5.07% | 1.26% | 5.07% | 8.26% | 9.45% |
P5 - Growth | 9.03% | 7.89% | 6.61% | 10.44% | 10.77% | 5.23% | 1.26% | 5.32% | 8.62% | 10.02% |
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