Performance
The "Patton Clients" composite: the real, net-of-all-fees results of our Super-Diversification Flex Growth portfolios since January 31, 2010, beside the ARC Private Client Index of our competitors.
Cumulative net return since inception
Annualised returns
net of all fees · through| Period | Patton Clients | ARC Private Client Index | Difference |
|---|
Our Super-Diversified Portfolios have delivered performance that tops a peer group * average since inception in 2010. Super-Diversification is further supported by extensive research spanning decades of market data.
There is a lot to consider when evaluating performance such as the amount of risk in the portfolio, the period of time, the market environment, and more. The performance of our Super-Diversified Portfolios show well in light of all these considerations.
* Per comparison to the ARC Private Client Index by ARC Group. Click here for details.
Performance results backed by research
In addition to delivering peer-beating results since 2010, Patton's Super-Diversified Portfolios are backed by research extending to 1972 covering a wide-range of market environments. Investing is a marathon, not a sprint.
Our competitors' performance
Do some research and you'll find that performance results are difficult if not impossible to find for our competitors. Many investment advisors talk a lot about their investment process and philosophies but typically omit performance results and any proof that their investment strategy works well.
We believe the benchmarks we use when comparing our performance to the industry are the best available and likely over-estimate the average adviser's performance. See how our performance is calculated.
Many advisors talk about their process but where's performance as proof of success?