McCracken & Company (MAC) is a fee-only registered investment adviser based in Dallas, TX. We provide investment advisory services to individual investors, 401k plans and institutions. Our investment process is an active approach that involves a blend of strategic asset management and tactical asset allocation.
MAC'S PORTFOLIO PERFORMANCE REPORTING
|YTD Returns as of 09/30/12||2012 YTD||2011||2010||2009||2008||2007|
|Core IRA Portfolio||(3.2%)||1.9%||(2.8%)||4.8%||(8.0%)||12.5%|
|Focus IRA Portfolio (Closed)||N/A||(7.9%)||6.8%||16.7%||(7.3%)||11.0%|
|IRA L/S Portfolio||(5.8%)||10.2%||N/A||N/A||N/A||N/A|
|Dynamic L/S Portfolio||(4.4%)||1.2%||(2.6%)||27.2%||58.2%||23.4%|
For information about Our Portfolios, click here for our Asset Management page.
If you would like to discuss your portfolio or our servcies, please contact us.
PERFORMANCE REPORTING DISCLAIMER:
Performance figures are calculated by averaging the performance of all accounts assigned to each respective model portfolio. Returns are net of all fees and expenses and include reinvested dividends and other earnings. Client accounts will not be used in the calculation of returns if the account holds securities outside of the investment adviser's model. We seek to minimize variance in account performance, but some performance dispersion is inevitable.
Past performance is not necessarily indicative of future performance. Our strategies may be adversely impacted in a material manner by both economic and market conditions which are outside of the Firm's control. Our Strategies have a risk of loss that clients should be prepared to bear and these losses maybe permanent in nature. For further explanation of risks associated with our strategies, please consult on ADV, Part 2 which can be obtained by requesting a copy by phone at 214 | 954 4300.