Maintaining its stance ahead of most wealth advisory firms, SAM voluntarily documents its performance results. Noted as a rare practice given the volatility of the market; most firms shy away from revealing performance numbers publicly. By publicly disclosing this information, it allows for investors to research and compare firms on a fair playing field. Without guaranteeing future results, this public declaration gives the investor an insight to the firm’s historical performance proving to be a useful research tool.
Allowing for a third party evaluation proves to the prospective investor that the firm is transparent in its methods and its managing principles remain ethical. Those are two key factors that an investor must consider when it comes to money management.
Although it is not required by the Securities and Exchange Commission to publish performance, SAM realizes in times of uncertainty and ever growing competition; by readily making this information available investors will have a clear scope and understanding in what it is to maintain high-level performance and value the practice of voluntary self-regulation.
Making its submission to the Global Investment Performance Standards (GIPS) ensures that SAM maintains accurate and consistent data.
For the periods of January 1, 2000, through December 31, 2014, Safe Harbor Asset Management Allocation Strategies have been verified by Absolute Performance Verification, LLC. A copy of the verification report is available for viewing.
“GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement.”