Compared to the S&P 500 etf (symbol SPY) compound annual Total Returns of 13.30%, our BOCX moderate-aggressive-suitable BOC portfolio had 15% compounded annual Total Returns after advisor fees with less risk since inception 7 years ago. Call Dan at 708-825-7301 or email

We are an investment methodology fiduciary to investment firms like yours serving all risk tolerances. For example, the above BOC portfolio Total Returns were after annual average advisor fees of 1.98%, about double common advisor fees. You make more. Your clients get better returns.

According to S&P Dow Jones Indices, fewer than 13% of funds beat the S&P 500. Since inception in 2017 BOC Portfolio Total Returns after advisor fees speak for themselves.

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

BOC Mission

  1. We seek to be a wholesale investment fiduciary to retail investment fiduciary advisors.
  2. We seek to determine the expensive investment problems plaguing the financial professional investor market and solve them with small on-going, nuanced improvements.
  3. We seek to be a best place to work.

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

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