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Results
Proven Results Through Strategic Investment
Composite Performance – 2024
Aggregated performance across all client accounts during 2024, including net asset value and cumulative returns compared with benchmark indices.
Composite Performance – 2025
Aggregated performance across all client accounts in 2025, illustrating continued changes in net asset value and cumulative returns.
Performance shown represents aggregated results across all client accounts using time-weighted return (TWR). Individual client results may vary.
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