|Results shown in US $ Net of Fees||1 Year||3 Year||5 Year||Since Inception (10/1/10) Annualized||Since Inception (10/1/10) Compounded|
|ZPR Volume Value Accounts*||53.26%||22.57%||22.99%||23.41%||313.60%|
Past performance does not guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s portfolio. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio, and there are no assurances that it will match or outperform any particular benchmark. Historical performance results for benchmarks, such as investment indices and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, which would have the effect of decreasing historical performance results.
ZPR Investment Management, Inc. is an SEC registered investment adviser managing separate accounts that are fully discretionary. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. ZPR Investment Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). ZPR Investment Management, Inc.’s compliance with the Global Investment Performance Standards (GIPS®) has been verified firm-wide from December 31, 2000 through December 31, 2015. The verification reports are available upon request. In addition, a performance examination was conducted on the Volume Value Composite from December 31, 2010 to December 31, 2015. To receive a complete description of the policies and procedures for this composite, a list and description of all firm composites, and a GIPS compliant presentation please contact us at 386-775-1177 or firstname.lastname@example.org.
Pensions & Investments Top Performing Manager ratings are provided by Morningstar and derived from their separate account database for specific categories and time periods. Recognition as a Top Performing Manager is not indicative of future performance. Recognition as a Pension and Investments Top Performing Manager is not indicative of future investment success, and working with a highly rated advisor does not ensure a higher level of performance. This award is not based on client evaluations, nor is it an endorsement of the firm by any past or present client. The firm did not pay any fee in order to be included in the rankings.
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