The chart above strings together these annual net gains (after management fees). The green line represents our net after fees return to clients as assets rose from an assumed initial $10,000 level to something over $1,100,000. 

The blue line below our performance, tracks the same $10,000 initial investment as it would grow in line with the standard equity index benchmark, the Standard & Poor’s 500 stock index.  This benchmark index covers  a representative, broad array of US companies with dividends reinvested so as to provide an accurate picture of conservative large company investments over time.  

When you compare the two plots it is easy to see that our steady adherence to our conservative mutual fund approach driven by T Theory® has allowed our clients to miss the many disappointments that have hindered the expected growth of stocks over the last decade. We believe our approach is less stressful and more productive and therefore more desirable than most of the alternatives commonly available for building lasting wealth.

Finally, because American Shareholders is a Registered Investment Advisor firm, we are required to say that these past return results should not be construed as being indicative of future performance.