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Returns & Verification


Overview             Verification

Overview

The overview provides our product returns versus their benchmarks since their inception dates (all returns are in percentage). All returns are actual client returns. Please view our verification letter showing compliance with GIPS performance standards.

Quarterly return data will be available shortly.


Disclosure

Profit Investment Management has prepared and presented this report in compliance with the Global Investment Performance Standards (GIPS
®). Profit Investment Management is a registered investment adviser. The minimum account size for our composites is $1 million. The firm maintains a complete list and description of composites, which is available upon request. Results are based on fully discretionary accounts under management, including those accounts no longer with the firm. Past performance is not indicative of future results. The U.S. Dollar is the currency used to express performance.  Returns are presented gross and net of management fees and include the reinvestment of all income.  Gross returns will be reduced by investment advisory fees and other expenses that may be incurred in the management of the account.  A fee schedule is an integral part of a complete presentation and is described in Part II of the firm’s ADV, which is available upon request. Balanced portfolio segments are not included in this composite.  Leverage is not used in this composite. The Profit Large Cap Equity Composite was created October 31, 1997.  Compliance with the GIPS-PPS has been verified firmwide by Ashland Partners & Company LLP from October 31, 1997 through March 31st 2007.  In addition, a performance examination was conducted on the Profit Large Cap Equity composite beginning October 31, 1997.

Verification

Profit Investment Management has prepared and presented this report in compliance Global Investment Performance Standards (GIPS®).

Profit Investment Management has been verified on a firm-wide basis by Ashland Partners. You can view a copy of the most recent Ashland Partners report on our firm below:

Independent Verifier's Report
Annual Disclosure Statement (Profit Large Cap)
Annual Disclosure Statement (Profit Small Cap)
Quarterly Performance Presentation
Profit Investment Management ADV Form Part II


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