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Performance

2018 Results (Reporting Since March):

  March April May
Buxton Helmsley +1.86% +5.49% +0.37%
Cumulative +1.86% +7.45% +7.85%
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S&P 500 -2.54% +0.38% +2.41%
Cumulative -2.54% -2.17% +0.19%

DISCLAIMER: The performance data on this page (the "Data") is net of fees deducted from asset accounts during each given period and representative of the returns seen on all assets under management by The Buxton Helmsley Group, Inc. (the "Firm") during each given period, excluding 401(k) accounts managed by the Firm. Individual clients of the Firm may engage varying investment strategies, resulting in varying returns and results for those individual clients. Due to those varying strategies of individual clients, not all clients may have experienced positive net returns during a period where a net positive return is noted. The Data is representative of past results that the Firm's clients experienced and is in no way 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. The Firm may publish 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 Firm undertakes no obligation to update or revise any forward-looking statements publicly.

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If you are a member of the press/media with an inquiry for comment or otherwise, please contact us by calling +1 (917) 477-3774, option 4 or e-mail via media [at] buxtonhelmsley.com.

 

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