NEW YORK, N.Y. (Mar. 6, 2017) - New York City-based asset management firm Buxton Helmsley has sustained its market outperformance, delivering an average gain in non-401(k) accounts of 25.88% (net of advisory fees) since November 1, 2016. Over that same reporting period, the S&P 500 index delivered less than half that return at 12.93%.
"Although the recent equity market rally has made it increasingly difficult to find securities with an attractive risk-reward complex, that has not stopped us from delivering for our investors," says Alexander Parker, Senior Managing Director at Buxton Helmsley. "Should the equity market continue to rally, we will distribute our equity investments back to the market at an even greater rate than now, however, we are taking it day-by-day at this point."
A supplemental report prepared by the custodial broker of Buxton Helmsley outlining this performance may be found by visiting: http://www.buxtonhelmsley.com/files/performance_032017.pdf. Relevant disclosures surrounding performance disclosed herein and within the supplemental report follow immediately below this media 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.
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Relevant Disclosures: The referenced S&P 500 return of 12.93% is a time-weighted cumulative return from the close of the market on November 1th, 2016 to March 2nd, 2017. The referenced 25.88% return is the time-weighted cumulative return of all accounts managed by The Buxton Helmsley Group, Inc., excluding those accounts of which itself or an affiliated entity holds a proprietary interest (directly or indirectly), managed 401(k) accounts and "BH Select Portfolios" (roboadvisory) accounts. A report which outlines day-by-day reporting of these referenced accounts compared to the S&P 500 benchmark may be obtained by requesting it via the press contact listed herein.
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.
