Portfolio Performance

Historic Portfolios

Introducing our evolving portfolio strategy: Over the course of nine years, our portfolio approach has undergone careful refinements that have yielded favorable outcomes. The accompanying table visually depicts our portfolio’s historical performance in comparison to the benchmark. Notably, in seven out of these nine years, our deliberate adjustments have led to performances surpassing the benchmark. This track record underscores our commitment to providing clients with consistent value through thoughtful adaptation and the skilled management of the underlying funds.


portfolio performance of the McClelland Yarr Balanced Portfolios.