The Bycoff Group Grows AUM +40% and Total Clients +30% in the First Half of 2021

Dear Friends,

 We hope you are all about to embark on a great July 4th!  We are also celebrating the first half-year of The Bycoff Group’s Independence! We wanted to send a brief “catch up” to our clients, friends and business partners recapping our progress to date.

 Key Business Metrics:

• +400% growth in assets under management in the 2.5 years since establishing The Bycoff Group
• +40% growth in assets under management Year-to-Date
• +30% increase in client relationships Year-to-Date
• Valued support of our existing clients who have continued to grow with us
• We have developed formalized and centralized trading strategies which will allow all clients to benefit from our best ideas
• We built our website, bycoffgroup.com, that captures our company values and client mission
• Entered technology agreements with vendors to handle performance reporting, client financial planning needs, and investment and portfolio management research

 We anticipate market returns and volatility could slow down in the coming months as the catalyst of the economy re-opening stabilizes.  However, we believe the market will continue to be particularly constructive to our strategy of making targeted investments in companies and themes. We are excited to take advantage of this on behalf of our clients.

 We very much appreciate your support and look forward to continuing to grow together. Here’s to a fruitful second half of the year! 

 All the Best,

TBG