Since inception in 2017 BOC Portfolio, Total Returns After Advisor Fees

Posted April 13, 2023 By Dan Wagner and Jeff Liautaud

Summary: Business Owners Charter, Inc. (BOC) provides this report only for Financial Professionals for informational purposes.

Whether you are an Outsourced Chief Investment Officer (OCIO), Registered Investment Advisor CEO, Franchise Owner, a provider of a separately managed account (SMA), or other type of Financial Professional, we are an investment methodology fiduciary to investment firms like yours serving all risk tolerances. For example, the BOC portfolio Total Returns shown below are after annual average advisor fees of 1.98%. Call Dan at 708-825-7301 or email

You make more. Your clients get better returns. According to Barron’s Top 100 RIA cover story dated 9/15/23, “average team” advisor fees are 0.46% of assets under management, or 46 one hundredths of 1% (“23 million divided by 5 billion”), while BOC Portfolio RIA’s earn about double.

Since inception in 2017, BOC Portfolio demonstrates moderate correlation to SPY as an alternative investment, with low beta and high alpha.


A context principally from the stock market may opportunistically provide a Market Exit Strategy to reduce beta and increase alpha.

To apply our results to your situation, call Dan at 708-825-7301.

This content is provided by BOC for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. In spite of best efforts, losses may occur.