TWO POINT CAPITAL All Equity vs. Stock Market Indices

Cumulative Performance: 1999 – 2019 (21 years)

From 1999 to 2019, the Two Point Capital All-Equity Composite Portfolio generated 66% more wealth than the S&P 500 and 53% 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 $7.222 million before fees during the 21 years presented. A 1% annual fee, withdrawn quarterly, would have reduced the ending account value to $5.855 million. Performance results have been audited by an independent accounting firm. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

Long-term Annualized Performance: 1999 – 2019

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

**An initial client account of $1million invested in a Two Point Capital All Equity account, would have grown at a compound annual rate of 9.9% during the 21 years presented. A 1% annual fee, withdrawn quarterly, would reduce the compound annual rate of return to 8.8%. Performance results have been audited by an independent accounting firm. Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.

Transparency is one of our key values

We meet with our clients on an annual basis for a comprehensive review of their investments. We have our results regularly audited by an independent accounting firm. We post our consolidated results on our website.

In addition, 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.