|Mean Since Inception
|S&P 500 Index
|Russell 1000 Value Index
All returns are through 12/31/2016 unless otherwise indicated. Gross performance results are presented after brokerage commissions and before management fees. Net performance results are presented after deducting a 1% management fee in accordance with the firm’s fee schedule set forth in Part 2 of the firm’s Form ADV Brochure. Your fees may be lower.
*Standard deviation (since inception) is one measure of portfolio volatility, or risk. A lower figure denotes lower volatility. Benchmark returns do not include brokerage commissions or management fees. Returns for periods more than 1 year are mean returns.
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