This is the actual NET performance of all our clients utilizing our Super-Diversification Flex Growth Strategy. This is our most utilized strategy (most number of clients). Our strategy and process has remained consistent over the entire period.
This is an index representing the performance of clients of other investment advisors called the ARC Private Client Index created and maintained by the ARC Group. ARC has 4 Private Client Indexes based on different risk profiles. We have selected their highest risk (and best performing) Equity Risk index for comparison because it has the most similar risk profile to our Super-Diversification Flex Growth strategy. Details about the index can be found here.