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  INDIVIDUAL INVESTORS ALL EQUITY PORTFOLIO | BALANCED PORTFOLIO | LIFE-STYLE INVESTMENTS
 
  EQUITY PORTFOLIO * ** + ‡  
 
 

For those clients with a longer-trem investment horizon (at least 3-5 years), and who are looking to maximize their investment returns, we recommend our All Equity Portfolio.

As our performance shows, we have had tremendous success in taking advantage of the up swings in the market while limiting our downside. Our unique investment philosophy is what allows us to do this.

 
 
 
 
     
  Crossroads vs Major Indices (All Equity Portfolio) (Calendar Year Return As of Dec.'07)  
 
2000
2001
2002
2003
2004
2005
2006
2007
Crossroads Investment
Advisors, LLC
3.02 %
-2.74 %
-12.69 %
42.38 %
9.30 %
5.24 %
18.29 %
3.83 %
S&P 500
-9.11 %
-11.88 %
-22.10 %
28.68 %
10.88 %
4.91 %
15.79 %
5.49 %
Russel 1000 Index
-7.79 %
-12.45 %
-21.65 %
29.89 %
11.40 %
6.27 %
15.46 %
5.77 %
     
 
 
   

* Past performance is not a warranty for future returns.
** Performance figures are not shown as CFA Institute - (formally AIMR) compliant, and have not been independently verified.
+ While dividends are not automatically reinvested into their respective security, dividends are retained in clients's accounts and are, eventually, invested in securities chosen by Crossroads Investment Advisors, LLC.
‡ Data is based on actual averaged results received by clients of Crossroads Investment Advisors; all results shown are calculated net of advisory, transactional, and/or other fees.

 
 
 
 

If you would like to start maximizing your returns, please contact us at your earliest convenience.