October Strategies Performance

Strategies performance for October and year-to-date is now available. Returns significantly beat the S&P 500 for most of the equity-based strategies, paced by Focused Analyst Growth up 10.21% for the month and 22.07% year-to-date. On the fixed-income side, strategies utilizing closed-end funds or Fx overlays performed best, with Dynamic High Yield leading the way up 16.42% year-to-date. As always, see the disclaimers on past performance. Visit our website for more information on investing with us.