The annual SPIVA Persistence Scorecard, published by S&P Dow Jones Indices (July 2014), shows that very few funds can consistently stay at the top. Of 687 funds that were in the top quartile as of March 2012, only 3.78% managed to stay there by the end of March 2014.
Atlas Capital Advisors
We are an independent, fee-only registered investment advisor dedicated to providing unbiased advice to our clients. Our specialty is the design and management of sophisticated, tax-sensitive portfolios for individuals and institutional investors. We seek to produce desirable returns while minimizing costs through proven investment strategies that include separate equity and fixed income securities.
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Meridian Financial LLC
Meridian Financial provides clarity and simplicity to give our clients greater control.
Client Relationship Summary
This Summary describes our services and fees and the nature of our practice in general, we encourage you to review our Form ADV Part 2A Brochure and Part 2B Brochure Supplement for a complete and detailed description of our services, our investment philosophy and the backgrounds of our investment personnel