Cumulative Performance: 1999 – 2020 (22 years)
From 1999 to 2020, the Two Point Capital All-Equity Composite Portfolio generated 71% more wealth than the S&P 500 and 56% more than the Russell 3000, even after fees.*
Depending on when you opened your investment account, these are the average annual rates of return your money would have earned.**
We meet with our clients on an annual basis for a comprehensive review of their investments. We have our results regularly audited by an independent accounting firm. We post our consolidated results on our website.
In addition, all of our client funds are held by separate third-party custodians, which send monthly reports directly to each client. We have the authority to purchase and sell securities on your behalf, but we have no authority to remove funds from your account without your written approval.