Performance
Please send a request to info@managerfirst.com to receive strategy composite performance history for our discretionary managed accounts.
Siharum Advisors, LLC (“Siharum” or the “Firm”), founded in May 2008, is a privately owned investment adviser registered with the U.S. Securities and Exchange Commission. Siharum offers investment advisory services on either a discretionary or consulting basis to high net worth individuals, pension and profit sharing plans, trusts, estates and charitable organizations. Siharum claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® are a set of industry-wide principles that guide investment firms on how to calculate and report their investment results to prospective clients. The CFA Institute, (a not-for-profit professional association with a mission of leading the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society) maintains and promotes the adoption of various professional standards including GIPS®. GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote the Firm, nor does it warrant the accuracy or quality of the content contained herein.
Siharum has been independently verified for the period from January 1, 2009 to March 31, 2017 by Ashland Partners & Company, LLP and by ACA Group, Performance Services Division for the period from April 1, 2017 through June 30, 2023. Verification provides assurance on whether the Firm's policies and procedures related to composite maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS® standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report. For the purposes of GIPS®, “Firm Assets” are defined as all discretionary assets managed by Siharum on a fee-paying basis.
Verifier reports, composite presentations, a complete list of composite descriptions and Siharum’s policies and procedures for valuing investments, calculating performance and preparing GIPS® reports are all available upon sending a request to info@managerfirst.com.