BOC Portfolio Returns

Compared to the S&P 500 etf (symbol SPY) compound annual Total Returns of 14.68% since 2017, before advisor fees our BOCX moderate-aggressive-suitable BOC portfolio had compounded annual Total Returns of 18.77%. Fewer than 20% of funds beat the S&P 500, and far fewer with less risk. Our BOC portfolio returns make Business Owners Charter, Inc. a top investment methodology firm. See our latest Market Timing and Model Portfolios.

We are an investment methodology fiduciary to investment firms like yours serving all risk tolerances.  You make more. Your clients get better returns.

The concept is simple. BOC Portfolio empowers your investment destiny. There are no outside parties that influence or control investment selections. Our proprietary methodology includes worldwide big data sweep technology that seeks back tested algorithmic solution based potential excess returns over S&P 500.

Frequently Asked Questions.

What makes a top investment firm like yours?

Fewer than 20% of funds beat the S&P 500, and far fewer with less risk. BOC Portfolio investment returns make top investment firms like yours. Our extensive methods based research incorporates momentum and fundamental value two components of a statistically repeatable investment methodology. We do all the investment work. You sell and plan. Simple.

Why choose an outsourced investment methodology like BOC Portfolio?

Competition weans out the under-performers. Top investment methodology is all we offer. Our returns speak for themselves. Cost is a factor. You earn more. Your clients make more. Simple.

Why join our network?

Every top Registered Investment Advisor requires proprietary investment research. BOC Portfolio methodology beats common outsourced investment methodologies.

What portfolios are offered by BOC Portfolio?

Only three choices suitable to Conservative, Moderate, and Moderate Aggressive. Still Moderate Aggressive offers high alpha (return), and low beta (risk). The BOC Portfolio methodology shows low correlation to SPY, offering enhancement opportunities for every portfolio.

What must an RIA do to sign up?

To sign up send your inquiry to Dan@BusinessOwnersCharter.com or call Dan at 708-825-7301.

BOC Mission

  1. We seek to be a wholesale investment methodology fiduciary for investment firms.
  2. We seek to determine the expensive investment problems plaguing the financial professional investor market and solve them with small on-going, nuanced improvements.

BOC Values

  1. We seek to have faith in all those around us; in their good common sense ability to do the next right thing.
  2. We seek an interdependence based on Spirit-centered community by changing ourselves and no one else. By Spirit we mean a caring presence that exists outside of ourselves.

Returns & Research

Not necessarily indicative of future returns.
About BOC Portfolio

BOC Portfolio Returns

Business Owners Charter, Inc.

6436 N Oketo Ave.

Chicago, IL 60631, United States

dan@businessownerscharter.com
708-825-7301

Copyright © 2025. Business Owners Charter, Inc. All rights reserved.
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