Pantile Investments Performance
How many wealth managers list their performance on a public website? Not many.
Review our historical performance and see how our approach aims to deliver consistent, market-agnostic results.
Performance as of September 30, 2025
*Pantile Investments Strategy Inception Date: June 1st, 2023.
**Benchmark: Morningstar Global 60/40 Index.
*Pantile Investments Strategy Inception Date: June 1st, 2023.
**Benchmark: Morningstar Global 60/40 Index.
Past performance is not indicative of future results. Investments involve risk and may lose value. Performance figures are presented net of advisory fees unless otherwise stated. Performance listed is from non-instituional accounts only, on an "account total value"-weighted basis. Benchmark returns are provided for comparison purposes only.