Composite returns net of fees, alongside a benchmark that genuinely represents what our clients hold. No selective starting dates, no asterisks in the corners.
| Horizon | Dominion Composite | 60/40 Benchmark | Excess Return | Max Drawdown |
|---|---|---|---|---|
| 1 Year | +14.2% | +10.1% | +4.1% | −3.4% |
| 3 Years (ann.) | +11.8% | +8.4% | +3.4% | −5.9% |
| 5 Years (ann.) | +9.6% | +6.8% | +2.8% | −8.2% |
| Since Inception (2010) | +8.9% | +6.2% | +2.7% | −11.4% |
Past performance is not indicative of future results. Composite returns are net of management fees and represent the firm's discretionary multi-asset portfolios. Benchmark is a blended 60% MSCI ACWI / 40% Bloomberg Global Aggregate Index. As of Q1 2026.
A composite allocation reflecting our balanced mandate. Individual client portfolios vary based on tax situation, time horizon, and risk profile — this is what the centre of gravity looks like.
We size every position relative to the downside it can introduce — not the upside it can suggest. Capital preservation is the only durable foundation for compounding.
True diversification goes beyond stocks and bonds. We integrate real assets, alternatives, and strategy diversity to build portfolios that survive regime change.
Our investment committee meets weekly. Every client portfolio is reviewed at least quarterly by a senior advisor — not at all by a marketing algorithm.