PERFORMANCE - Scholtz & Company

Scholtz & Company’s goal is to generate rates of return for our clients that exceed the general market while maintaining below-market risk. Through the use of both fundamental analysis and cutting-edge quantitative models, we have been fortunate enough to achieve our goal over the past five years. The tables below illustrate Scholtz & Company’s performance for each managed product compared to an industry standard benchmark. We have also provided you with a graphical representation of our performance for a different perspective.

 

All Cap Equity Composite

 

  

 

Balanced Composite

 

 

Balanced with Munis Composite

 

Income Composite

 

 

1. The composite investment performance returns reflect the total return including gains, dividends, interest and other income items.  Valuations and returns are computed and stated in U.S. Dollars. Trade-date accounting is used throughout. 2. The performance results are presented gross of management fees and custodial fees, but net of all trading commissions. These numbers are all weighted by account size (market value weighted). The client's annual return would be reduced by the percentage fee for each one year period reported. Investment Advisory fees are described in Part II of Scholtz & Company's Form ADV. 3. Scholtz & Company claims compliance with the AIMR Performance Presentation Standards (AIMR-PPS®) within the U.S. The CFA Institute has not been involved with or reviewed Scholtz & Company’s claim of compliance. 4. Ten years of AIMR-compliant performance is available upon request.

 

Please refer to the Benchmark Discussion page for an explanation about the industry benchmarks and their applicability.

                                                                                                                                                                                                                                                    
©2010 Scholtz & Company, LLC. All rights reserved.