CWR Capital Management Investment Performance

2024

Average Gross Return: 16.35%

Average Net Return: 15.70%

2023

Average Gross Return: 11.50%

Average Net Return: 10.81%

Returns represent the aggregate performance of all client accounts managed by CWR Capital Management during the periods 1/1/2024-12/31/2024 & 1/1/2023-12/31/2023.

Important Disclosures:

  • Past performance is not indicative of future results.

  • Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.  

  • There is no guarantee that CWR Capital Management will achieve its investment objectives.

  • This is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security.  

  • Investing involves risk, including the possible loss of principal.

  • CWR Capital Management is an investment adviser registered with the Securities and Exchange Commission.  

  • This performance disclosure has been approved by CWR Capital Management's Chief Compliance Officer.

  • Please contact CWR Capital Management for more information.