Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance
Canton, Ohio, October 10, 2023 - Beese Fulmer Investment Management, Inc., an investment management firm based in Canton, Ohio, announced today that it has achieved compliance with the Global Investment Performance Standards (GIPS®) and verified for the period from January 1, 2016 to December 31, 2022.
The GIPS standards were introduced in 1999 by CFA Institute, a global association of investment professionals. The GIPS standards are a set of voluntary ethical standards developed by the CFA Institute and used by investment management firms to ensure they fully disclose and fairly represent their investment performance to existing and potential clients. The set of investment performance and measurement principles has been adopted by more than 1,800 organizations in 47 global markets, as of April 30, 2023.
Beese Fulmer is one of the few firms in Northeast Ohio to adopt the GIPS standards, demonstrating its commitment to adhering to global best practices and providing transparent and consistent performance reporting to its clients.
“We are proud to join a short list of our peers in the region to adopt the GIPS standards and demonstrate our commitment to transparency and integrity in our industry,” said Nicholas Perini, CFA, Partner and Portfolio Manager at Beese Fulmer. “Achieving GIPS compliance is a testament to our rational investing philosophy and our dedication to serving our clients’ best interests.”
Cindy Nace, Executive Director of the CFA Society of Cleveland, congratulated Beese Fulmer on their accomplishment. “The CFA Society of Cleveland applauds Beese Fulmer for attaining GIPS compliance and setting a high standard of professionalism and ethics in our local market. By adhering to the GIPS standards, Beese Fulmer is providing its clients and prospects with reliable and comparable information on its investment performance and processes.”
Beese Fulmer Private Wealth Management claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. If you would like to obtain GIPS-compliant performance information for the firm’s strategies and products, please contact us at (330) 454-6555. For more information on the GIPS standards, visit www.gipsstandards.org.
About Beese Fulmer Investment Management, Inc. Beese Fulmer Investment Management, Inc. is a private wealth management firm based in Canton, Ohio, that offers customized investment solutions to high net worth individuals, families, foundations, and endowments. The firm was founded in 1980 by Dennis Fulmer and William Beese. The firm manages over $1.2 billion of assets as of June 30, 2023 and has been recognized as one of the top financial advisors in the country by CNBC. The firm has a team of experienced portfolio managers, analysts, and client service professionals who are dedicated to serving their clients’ best interests. You can learn more about Beese Fulmer and its services on its website.
Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, Beese Fulmer Private Wealth Management ("Beese Fulmer") makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Information contained on third-party websites that Beese Fulmer may link to is not reviewed in their entirety for accuracy and Beese Fulmer assumes no liability for the information contained on these websites. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Beese Fulmer. For more information about Beese Fulmer, including our Form ADV brochures, please visit https://adviserinfo.sec.gov and search for our firm name.
