NEW YORK, N.Y. (Nov. 21, 2018) - Under the direction of 22-year-old founder Alexander Parker, New York City-based asset management firm Buxton Helmsley has continued its record of outperformance, delivering an average gain of 21.65% (net of advisory fees) from January 1st to November 19th, 2018. Over that same reporting period, the S&P 500 index delivered a meager return of 2.38%.
"While equity markets have been rattled continuously throughout 2018, we have continued to find and add immense value through our risk-averse, value-oriented strategy", says Parker. "We continue to retain our stance of extreme caution as we close out the year, exploring all risks and opportunities."
Buxton Helmsley assets are custodied independently by Interactive Brokers LLC and Charles Schwab & Co., transactions brokered by respective account custodians. Relevant disclosures surrounding performance disclosed herein immediately follow release.
The Buxton Helmsley Group, Inc. is a premier financial services, asset management and securities research firm, providing an array of services to a diversified groups of individuals, corporations, trusts and other entities. The firm is headquartered in New York City and a wholly-owned subsidiary of Buxton Helmsley Holdings, Inc.
###
Media Contact:
Public Relations and Corp. Comm.
Tel: +1 (917) 477 - 3774, Option 4
Relevant Disclosures: The referenced S&P 500 return of 2.38% is a time-weighted cumulative return from the close of the market on December 31st, 2017 to November 19th, 2018. The referenced 21.65% return is the time-weighted cumulative return of all accounts managed by The Buxton Helmsley Group, Inc. (net of advisory fees deducted from accounts during reporting period), excluding accounts of which itself or an affiliated entity holds a proprietary interest (directly or indirectly), managed 401(k) accounts and those accounts not subject to advisory fees during the reporting period. Due to varying strategies of individual clients included in reporting period, client returns varied significantly, not all individual accounts having returned more than the S&P 500 benchmark used in determining "outperformance".
INFORMATION CONTAINED WITHIN THIS MESSAGE IS THE OPINION OF THE SENDER, DOES NOT CONSTITUTE AND SHOULD NOT BE MISTAKEN AS INVESTMENT ADVICE OR AN OFFER TO INVEST OR TO PROVIDE MANAGEMENT SERVICES and is subject to correction, completion and amendment without any prior notice. Any such offer, if made, will only be made by means of a confidential prospectus or offering memorandum or management agreement. It is not the sender's intention to state, indicate or imply in any manner that current or past results, when stated, are indicative of future results or expectations. A prospective investor should consult with its own investment, accounting, legal and tax advisers to evaluate independently the risks, consequences and suitability of all investments that they should consider. This message may contain statements, estimates or projections that constitute "forward-looking statements" as defined under U.S. federal and other jurisdictions securities laws. Any such forward-looking statements are inherently speculative and are based on currently available information, operating plans and projections about future events and trends. As such, they are subject to numerous risks and uncertainties. Actual results and performance may be significantly different from historical experience and our present expectations or projections. The sender undertakes no obligation to update or revise any forward-looking statements publicly.
