Performance Charts

We are patient investors who believe that wealth is created through the ownership of a well-diversified portfolio of high-quality securities purchased at attractive valuations, closely monitored, and held for the long term.

The preservation of your capital and the appreciation of your investments are two of our most important concerns. We are committed to your continued financial success and look forward to the opportunity of partnering with you.

Golub Group Equity Composite Net Performance vs. the S&P 500
(As of March 31 2010)

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VALUE of $1.00 INVESTED
Golub Group EQUITY COMPOSITE vs. the S&P 500 INDEX (Net of Management Fees)

This chart illustrates the performance of a hypothetical investment made on 12/31/00 on both the S&P 500 Index (assumes dividend reinvestment) and the Golub Group Aggregate Composite (net of fees). This chart does not imply future performance.


Compound Annual Net Returns