Our aim is to get the maximum return at a level of risk that the client is willing to accept. Happily, this has resulted in a performance record which over the years has produced returns superior to the market averages. We include here both a graph and a tabular record of our results.
This records the combined performance of all Carlson Financial Management managed portfolios during the eighteen year period beginning Jan. 1, 2001. These are not virtual portfolios, recording the results of what would have happened if some after the fact formula had been followed. The Standard & Poor 500 is a standard measure of overall stock market performance. All fees and commissions are included.