| Home | Philosophy | Portfolios | News | Contact Us |
Contact Us | At a Glance | Open an Account
|
Contact Us | At a Glance | Open an Account
|
|
12/31/2009 Unemployment Claims Point ... 12/04/2009 Jobs Report Surprisees Economists.... 11/13/2009 Jobs Report Continue to Improve.... 11/06/2009 Jobs Report Below Estimates.... 10/30/2009 Chicago Business Barometer.... 10/23/2009 Existing Home Sales Continue to.... 10/09/2009 Unemployment Claims Continue.... 9/25/2009 Consumer Confidence Continues.... 9/18/2009 Empire State Index.... 9/11/2009 New Jobless Claims.... 9/04/2009 The United States... 8/28/2009 Will equity markets... 8/21/2009 The Philadelphia Fed ... 8/14/2009 Auto Production to Spur ... 8/07/2009 Housing and Jobs data Point to...
This is for investment professional use only and is not for general distribution or advertising purposes. Depending upon factors such as account inception date, taxable considerations, client restrictions and cash levels, your client(s) may or may not have been affected by this activity. In addition, this summary may or may not encompass all recent trading activity within your client(s) portfolio. This should not be considered a recommendation to purchase or sell securities. Please feel free to contact us with any questions or concerns. Rates of Return consider: (a) All money flows into or out of the Fund (b) All realized capital gains and losses (c) All unrealized capital gains and losses (d) Performance results are not guaranteed (e) Past performance cannot guarantee comparable future results (f) For professional use only. The rates of return presented above depicts the dollar weighted rate of return of all actual fully discretionary equity funds under management. Deviations within the individual accounts do occur, however, these averages are generally indicative of our equity investment results generated over time. There is no statistical correlation between past and future performance. As such there is no assurance that results approximating these returns will continue in the future. Gross means before fees & commissions. The S&P 500 is an unmanaged index of 500 stocks selected by Standard & Poors.
|
||||
