Total return is the sum of capital gains and income yield. Client portfolios contain equities, trusts, mutual funds, short term money instruments, cash, and fixed income securities. For capital gains performance of the Brae Head equity composite, exclusive of income or dividends, see the link for Brae Head Equity Performance in the website index. Returns reflect deduction of advisory fees and transaction costs. Complete descriptions of managed composites are available upon request.
Past performance is no guarantee of future performance.
Brae Head Total Return composite was not maintained prior to 1999. This information does not constitute a solicitation by us of the purchase or sale of any securities, commodities, or investment advisory services.