Performance

 

AMM Dividend Performance

Through June 30, 2017 the AMM Dividend Strategy has annualized 13.85% since inception.

The full AMM Dividend Strategy performance composite through June 30, 2017 can be found here.

Schedule an introductory phone call below to learn more about the AMM Dividend Strategy and to see if it is right for your portfolio.


The AMM Dividend composite includes all accounts managed using AMM Dividend Strategy. Accounts in the composite may include portfolios where covered call options are periodically written against positions. Not all accounts in the composite use covered call options. Performance tracking for new accounts begins in the first full month that the account is managed by AMM. Terminated accounts will remain in our database and performance tracking for these accounts will end on the last day of the last full month that the account was managed by AMM. Non-discretionary assets are excluded from the performance calculation. All returns are asset weighted, net of all management fees and based on total return. Dividends are reinvested as determined by client. A full description of AMM fees, services and investment strategies is detailed in our disclosure brochure (Form ADV Part 2) and is available for review free of charge by contacting us at 888-999-1395.

The performance data featured represents past performance, which is no guarantee of future results. The performance of individual accounts may vary substantially from the composite performance results. Investment accounts can and will fluctuate. The information contained herein was obtained from sources believed to be reliable. No representation as to is accuracy or completeness.