Many factors go into choosing the investment firm that’s right for you. Trust, transparency, communication and a sound investment strategy are critical components in making that decision. Performance is, too. Our all equity results are audited annually by an independent accounting firm. Here are the results for the past 23 years.
From 1999 to 2021, the Two Point Capital All Equity Composite Portfolio generated 68% more wealth than the S&P 500 and 57% 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.**
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.