Who is the compeition?

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 130,000 actual investor portfolio returns that are managed by 88 investment managers (as of January 2019) including some of the largest in the world. These 88 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.

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