Our Performance | Expect Results

26 YEARS OF AUDITED RESULTS

A sound investment strategy is the most critical component when deciding on an investment management firm. Although past performance is not a guarantee of future results, a long-term track record is a useful piece of information. Our all-equity portfolio results are audited annually by an independent accounting firm and have been for the past 26 years. Most wealth managers do not provide this level of detail. We believe transparency and communication build trust, so we publish our results.

*Gross returns are presented after transaction costs but before management fees. An initial client account of $1 million invested in a Two Point Capital Management All Equity account would have become $14.76 million before fees during the 26 years presented. A 1% annual fee, withdrawn quarterly, would have reduced the ending account value to $11.38 million. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

TWO POINT CAPITAL ALL EQUITY VS. STOCK MARKET INDICES

From 1999 to 2024, the Two Point Capital All-Equity Composite Portfolio generated 54% more wealth than the S&P 500 and 49% more than the Russell 3000, even after fees.*

*Gross returns are presented after transaction costs but before management fees. An initial client account of $1 million invested in a Two Point Capital Management All Equity account would have become $14.76 million before fees during the 26 years presented. A 1% annual fee, withdrawn quarterly would have reduced the ending account value to $11.38 million. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

WHAT WAS THE AVERAGE ANNUAL PERCENTAGE BY WHICH YOUR MONEY GREW?

Depending on when you opened your investment account, these are the average annual rates of return your money would have earned.**

*Gross returns are presented after transaction costs but before management fees. An initial client account of $1 million invested in a Two Point Capital Management All Equity account would have become $14.76 million before fees during the 25 years presented. A 1% annual fee, withdrawn quarterly would have reduced the ending account value to $11.38 million. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

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.

26 YEARS OF AUDITED RESULTS

TWO POINT CAPITAL ALL EQUITY VS. STOCK MARKET INDICES

From 1999 to 2024, the Two Point Capital All-Equity Composite Portfolio generated 54% more wealth than the S&P 500 and 49% more than the Russell 3000, even after fees.*

WHAT WAS THE AVERAGE ANNUAL PERCENTAGE BY WHICH YOUR MONEY GREW?

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