Monthly Archives: June 2016

Audited Performance? Most TAMPs aren’t!

audit image 2Did you know?

  • The Buy/Hold Plus performance figures are the returns actually experienced by our clients AFTER ALL FEES.
  • Check your Performance Statements from your current managed account program.  Most TFS used Managed Account Programs have unaudited, before fees, non-client correlated performance.
  • Much time, effort and expense is spent to have our performance audited.
  • The Buy/Hold Plus 2015 Independent Accountant’s Report ending 2015 can now be found on our website.

Is Your Managed Account Performance Audited?  Most are not.                                                         What are you portraying to your clients?