My Returns And Pitch To Prospective Clients

I’ve outlined three different portfolios along with key performance data. Below, you’ll see the returns, Sharpe ratios, and benchmarks we use for comparison. Notably, our conservative 100% fixed-income portfolio is outperforming its benchmarks, and our equity-based portfolios are also delivering stronger results relative to their respective benchmarks. We can provide proof of these returns and metrics if requested from serious prospective clients. I am going to require you show some proof of funds, I have a lot of people reach out that just want to talk and fish for information. I am not interested in just talking with no end in sight. If you are serious about potentially becoming a client and want to work with a manager that puts you and your needs first I am here to help. We have a higher likelihood based on our strategy at getting you excess (above S&P level) returns compared to other managers because we don’t follow the traditional wealth management playbook you get at most firms.

Portfolio 1: Aggressive Growth Tech Unhedged: 50.43%
Sharpe Ratio: 4.17
Benchmark: SPY 12.75%

Portfolio 2: Aggressive Growth Tech Hedged: 34.21%
Sharpe Ratio: 3.04
Benchmark: SPY 12.75%

Portfolio 3: 100% Fixed Income: 6.62%
Sharpe Ratio: 5.25
Benchmark: AGG 3.95%