27 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 27 years. Most wealth managers do not provide this level of detail. We believe transparency and communication build trust, so we publish our results.
If you had invested $1 million in 1999, 27 years later, on Dec 31, 2025:
IF YOU HAD INVESTED $1 MILLION IN 1999
Ending account value on Dec. 31, 2025
S&P 500 INDEX FUND
Total account value
$9.10M
RUSSELL 3000 INDEX FUND
Total account value
$9.35M
BERKSHIRE HATHAWAY STOCK HOLDING
Total account value
$10.78M
TWO POINT CAPITAL ALL EQUITY PORTFOLIO
Total net account value
$12.33M net
*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 $16.15 million before fees during the 27 years presented. A 1% annual fee, withdrawn quarterly, would have reduced the ending account value to $12.33 million. Berkshire Hathaway performance reflects annually compounded total returns of BRK.A stock sourced from Macrotrends database. 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 2025, the Two Point Capital All-Equity Composite Portfolio generated 39.84% more wealth than the S&P 500 and 35.66% more than the Russell 3000, even after fees.*
CUMULATIVE PERFORMANCE
1999 through 2025 · Millions
*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 $16.15 million before fees during the 27 years presented. A 1% annual fee, withdrawn quarterly, would have reduced the ending account value to $12.33 million.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.
Average Annual Percentage of Growth
Depending on when you opened your investment account, these are the average annual rates of return your money would have earned.*
LONG-TERM ANNUALIZED PERFORMANCE
1999 to 2025 · 0-25% scale
1 Year
3 Year
5 Year
10 Year
27 Years
*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 $16.15 million before fees during the 27 years presented. A 1% annual fee, withdrawn quarterly, would have reduced the ending account value to $12.33 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.
Custodian Relationships
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.
Your Next Chapter
When life opens up
Life is about to get richer. In experiences, opportunities, possibility and purpose. A sound financial strategy is only part of the equation. We know how to help your portfolio grow, but even more important, we care about what that growth makes possible.