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Annualized Returns (Net of Fees)1

  Naylor & Company Core CompositeSM S&P 500 TR
YTD 19.8% 15.3%
1 Year 76.8% 40.8%
3 Year 12.0% 18.7%
5 Year 16.4% 17.7%
10 Year 16.3% 15.0%
Since Inception (4/10/03) 14.3% 11.4%

1As of June 30, 2021; YTD = year to date; YTD and 10 Year returns are supplemental to a GIPS-compliant presentation.

Our Firm

Naylor & Company is a registered investment advisor that manages investment portfolios for individuals and businesses.

We work closely with our clients to establish balanced portfolios of stocks, bonds and cash consistent with our clients’ goals. All client portfolios are managed in separate, independent accounts at TD Ameritrade. Naylor & Company’s stock investments are represented by the Naylor & Company Core Composite SM, which is the sole investment strategy of Naylor & Company.

Since our founding over 18 years ago (from 4/10/2003 to 6/30/2021), we have used the investment strategy of the Naylor & Company Core Composite SM to generate annualized stock investment returns, net of fees, of 14.3%. This compares to a return of 11.4% for the S&P 500 TR during the same time period. Our mission is to continue to generate long-term returns greater than our benchmark, while providing investment advising services that exceed client expectations. Naylor & Company claims compliance with the Global Investment Performance Standards (“GIPS®”) and has been independently verified for the periods April 10, 2003 to December 31, 2017, by ACA Compliance Group. The details of our stock investment returns and applicable disclosures can be seen in the chart on this page and on our Performance page.

Disclosures for Naylor & Company's Core Composite Annual Disclosure Presentation are on the following page.