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What does GIPS mean?

Global Investment Performance Standards (GIPS®) are a set of ethical principles used by investment management firms in order to establish a globally standardized, industry–wide approach to creating performance presentations. The underlying spirit of the Standards is fair representation and full disclosure. CFA Institute created and administers the GIPS standards.

In February 2005, the CFA Institute Board of Governors approved the revised Global Investment Performance Standards, or GIPS®, which create a single global standard of investment performance reporting and increase minimum standards worldwide.

Edelman Financial Services LLC has prepared and presented this information in compliance with the Global Investment Performance Standards (GIPS®). Compliance with the GIPS standards has been verified for the period January 1, 2002 through December 31, 2007 by Ashland Partners & Company LLP. View copy of our GIPS verification letter » (PDF).

Net Annualized Returns Since Inception Through 12/31/07 All returns are shown net of fees and expenses
Level I Portfolios ($3,000 – $25,000)
	Composite	Inception Date	Net Annualized Returns Since Inception Through 12/31/07	Report
	Ludington	9/30/2005	7.61%
	Mason	9/30/2005	9.52%
	Monroe	9/30/2005	8.38%
	Tarrant	6/30/2006	10.82%

Level II Portfolios ($25,000 – $75,000)
	Composite	Inception Date	Net Annualized Returns Since Inception Through 12/31/07	Report
	Decatur	6/30/2007	N/A	*
	Ross	6/30/2006	10.16%
	Wilson	12/31/2006	4.92%

Level III Portfolios ($75,000 and above)
	Composite	Inception Date	Net Annualized Returns Since Inception Through 12/31/07	Report
	Adams	9/30/2005	7.07%
	Franklin	9/30/2005	8.52%
	Hancock	12/31/2005	10.02%
	Henry	12/31/2005	8.65%
	Jackson	6/30/2007	N/A	*
	Jefferson	9/30/2005	8.95%
	Lafayette	6/30/2007	N/A	*
	Madison	6/30/2006	8.07%
	Morris	12/31/2005	6.43%
	Paine	9/30/2005	8.93%
	Revere	12/31/2005	9.30%
	Washington	9/30/2005	8.09%

Level IV Portfolios ($1 Million and above)
	Composite	Inception Date	Net Annualized Returns Since Inception Through 12/31/07	Report
	Hamilton	9/30/2005	8.67%
	Sevier	3/31/2006	6.80%

Muni Portfolios ($75,000 and above)
	Composite	Inception Date	Net Annualized Returns Since Inception Through 12/31/07	Report
	Dogood	6/30/2006	7.87%

Level I portfolios recommended for account values of $3,000 to $25,000.
Level II portfolios recommended for account values of $25,000 to $75,000.
Level III portfolios recommended for account values of $75,000 and Up.
Level IV portfolios recommended for account values of $1,000,000 and Up.

* Composite was created mid-year, and did not exist for all of 2007.

Composite performance was calculated using actual EMAP accounts. Performance shown is net of fees. A composite consists of all variations of a particular EMAP portfolio. For example, the Washington Composite includes all Regular Washington accounts, as well as the Low Cash (LC), Withdrawal (WD) and High Cash (HC) variations.

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