Safe Harbor Asset Management, Inc. (SAM) has a recorded performance history verified by Absolute Performance Verification LLC for compliance with Global Investment Performance standards (GIPS®).
The following figures illustrate SAM’s portfolio performance net of fees as of June 30, 2023.
For more information on the construction of SAM’s portfolios and the custom
benchmarks in the figures below, please refer to the full performance report.
Growth of $10,000 Since Inception
Calendar Year Returns
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