“History has shown that equities are the best way to build long-term wealth.”

Shelby M.C. Davis,
Legendary Investor

Reaching Your Goals Gets More
Expensive Over Time

1970 2022
$26,600 $540,000
$7,837 $153,360
$3,450 $49,507

Investing in Equities Can Help
You Achieve Your Goals


1 Performance is from 12/1/1926 to 12/31/2022. Stocks are represented by the S&P 500® Index. Bonds are represented by the 20-year U.S. Government bond. Cash is represented by the 30-day U.S. Treasury bill. Past performance is not a guarantee of future results.

The Power of Equities

“As stewards of our shareholders’ savings, it is important to share the wisdom we have acquired over more than half a century of investing.”

Chris Davis
Portfolio Manager and Chairman