Personalized Investment Advisory Services
DiversityFund.net
The Creative Investment Research, Inc. Diversity Portfolio contains equity investments in the largest U.S. companies. These companies have been selected for inclusion because they have outstanding investment and diversity performance. Diversity performance is calculated by reviewing four key measures: Human capital, CEO commitment, corporate communications, and supplier diversity. From 7/26/05 to 7/25/06, the model portfolio returned 11.35% versus a 5.02% return for the stock market, as measured by a major stock market index. (Returns calculated before fees deducted. Past performance is no guarantee of future returns. See our disclaimer page on DiversityFund.net Clients register and invest online.
William Michael Cunningham is the investment advisor for this product. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor. (Note that registration does not imply endorsement.) Mr. Cunningham makes investment decisions and continuously reviews, supervises and administers investment activities. To review our record, check out an early (circa 1998) chat we did.
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