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Snider Advisors is a SEC-registered Investment Advisor providing clients with investment management and education services based on a yield-driven investment methodology. We teach long-term investors how to take control of their portfolio using a wealth of education, customized tools and client support. Our clients learn to preserve, grow and harvest their retirement savings to become a smarter investment manager now and in the future.

Using the Snider Investment Method®, Snider Advisors manages $115 million in assets, while our General Consulting clients manage $355 million in their own accounts. (Data current as of December 2007).

Historical performance

  • The average annualized yield for margin accounts is 16.6%
  • The average annualized yield for non-margin accounts is 11.9%
  • The average annualized yield for the entire sample is 14.3%
  • Smaller accounts annualized yields about 1.3% lower than the retirement-sized accounts (over $250,000)

The yields quoted by Snider Advisors reflect the time period from September 2002 to December 2007 (net of transaction costs). Any terminated accounts are included up to the last completed month. The annualized yield for each month in each account is weighted equally in calculating the average.

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