Hello from Sycamore,
Building the wealth of our clients means we focus on essentials and generally avoid the clutter associated with marketing ourselves as a firm. But sometime the news is so good that it becomes a genuine occasion to celebrate with our friends. We just had one of those moments.
In 1990 we began to manage separate accounts for our clients and, since September of 1996, we have had those accounts independently verified by Ashland Partners. We send our verification and the composite performance of the accounts we manage as a whole to Morningstar, a company that rates managers against other managers in their category. Morningstar awards stars from one to five, with five stars being the highest rating possible. It’s an important, and highly coveted, standard of excellence.
Since roughly …forever… Sycamore Growth and Income Composite performance has been rated with four stars. We manage with a conservative bent and have been pleased to consistently earn a 4-star rating, believing it spoke to our investment management abilities going forward.
As of 3/31/2016, Morningstar awarded our Sycamore Growth and Income Composite performance the elusive 5-star rating! This will be a day we all remember here at Sycamore Financial Group and we are honored to have succeeded on your behalf.
We’ve attached a copy of the 3/31/2016 Morningstar report for you to review HERE.
We appreciate your continued business and trust,
Past performance does not assure future results. Investors cannot invest directly in the stock market indexes such as the S&P 500. Invest return and principal value of an investment will fluctuate. Investor value, when sold, may be worth more or less than their original cost. The material in this presentation is for illustrative purposes and does not reflect any particular investment.
Comments contained above are meant to be generic in nature and are not meant for specific action.