For the first three quarters of 2017 (01/02/2017-09/29/2017), the total return for Hilbert Financial Group’s client base (all discretionary separately managed accounts held at Interactive Brokers, LLC) was…
…as compared to the S&P 500 price index at only 12.53%.
Breaking down the numbers into three broad risk categories at the account level yields the following results:
What has your financial advisor done for you in 2017? Our clients hire us to deliver results.
Fee-only financial planning and investment advisory services are offered by Hilbert Financial Group, LLC, a registered investment adviser in the state of South Carolina. Information presented should not be construed as personalized investment advice or a solicitation to invest in any particular security. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Results reported are net of fees and reflect all client assets under discretionary management by HFG custodied at Interactive Brokers, LLC during the period. A separate Wealth Builders Program is also managed by HFG through Folio Institutional and is not included in this report. The S&P 500 stock market index, as represented (^GSPC), is only an index and not a direct investment. The return of the S&P 500 index was calculated using data from Yahoo Finance and may not include the reinvestment of dividends. The S&P 500 index is included for reference only and should not be viewed as a benchmark. Individual clients and accounts may have varying degrees of volatility, risk of loss, and underlying investments. The S&P 500 index may not be an appropriate benchmark or comparison for all accounts represented in this report. Investing involves risk, including the risk of loss. Past performance does not guarantee future results.