
“History has shown that equities are the best way to build long-term wealth.”
Shelby M.C. Davis,
Legendary Investor
Reaching Your Goals Gets More
Expensive Over Time
1970 | 2020 | |
---|---|---|
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$26,600 | $453,700 |
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$7,837 | $148,760 |
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$3,450 | $47,077 |
Investing in Equities Can Help
You Achieve Your Goals

1 Performance is from 12/1/1926 to 12/31/2021. Stocks are represented by the S&P 500® Index. Bonds are represented by the 20-year U.S. Government bond. Cash is represented by the 30-day U.S. Treasury bill. Past performance is not a guarantee of future results.
The Power of Equities
“As stewards of our shareholders’ savings, it is important to share the wisdom we have acquired over more than half a century of investing.”
Chris Davis
Portfolio Manager and Chairman
