Separately managed account holders have a variety of ages, backgrounds, life situations, unique circumstances, and most important, objectives for investing their capital. Historical returns for each client are subject to these different situations and what each client is trying to accomplish. Based on historical information, a good guide to look at for returns would be the model managed by Y H & C Investments for Interactive Brokers. The model is now listed on the NASDAQ under the ticker symbol YHCGRX. If you have any questions about the model or historical returns, please email firstname.lastname@example.org.
If you have a more complex investment situation and are looking for customized asset management services, please fill out the form below so we can be of assistance. Thanks so much.