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Selective Wealth Management

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Selective Wealth Management
January 8, 2016

2015 Annual Report

Selective Wealth Management
January 8, 2016

In 2015, we posted a modest gain advancing 5.8% compared to 1.4% for the S&P 500. We took the lead against the market on January 1st and maintained that lead for all 365 days of the year.

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Newer Post2016 Annual Report

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#1 in Growth at a Reasonable Price on SumZero as of March 2018.1
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1 Past performance does not guarantee future results, and loss of principle may occur. SumZero offers a buyside analyst performance rankings system. Their proprietary rankings algorithm examines the returns of individual investment recommendations made by thousands of fund analysts/PMs since 2008, and then identifies the individuals that have most consistently beat the market. SumZero rankings are published each month based on the performance of ideas. Rankings are calculated to highlight users with the highest risk adjusted returns relative to the market. The four key points in the ranking methodology include risk aversion, benchmarking, quantity, and recency. This is not a guarantee of future performance. Investing contains risk and loss of original principal may occur. For more information on ranking methodology please contact info@selectivewm.com

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