The competition is an index created by and maintained by the ARC Group. This is the same index used to represent the "Average Private Client" in our performance data.
The ARC Group created indexes called the ARC Private Client Indexes. These indexes consist of more than 250,000 actual investor portfolio returns that are managed by 112 investment managers (as of March 2021) including some of the largest in the world. These 108 managers only represent a sample of the 10,000's of investment managers and other such service providers (financial planners, traditional brokers, etc.).
There are 4 Private Client Indexes each with a different risk profile. We select the appropriate index to benchmark against each of our client portfolios depending on each client's portfolio risk profile.
For more information about these indexes, visit the ARC Group's website here.< back to previous page