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S.D. Clifford Advisors, LLC: Investment Services

Tools Investment management
Review Investment review
FAQ Financial Planning

S.D. Clifford Advisors, LLC. selects from over 3,500 no-load, low-sales-charge mutual funds. Our services are customized to fit your needs, and we charge no commission fee. Our clients receive a quarterly newsletter to keep them up-to-date with investment information.

Refer to our PDF Investment Advisory Brochure for information about our investment services. See our Downloads section for other resources. Please call our office at 1-800-456-1803 or email invest@sharetheharvest.com to request additional information.

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Indexes Annualized Gains of Some Indexes We Track
PDF Download a Sample Issue of our Financial Directions Newsletter

Our investment services include the following:

  • Tools Investment management
    • PDF Investment Advisory Brochure
    • Plan and implement taxable and non-taxable retirement accounts and money market investment accounts, including, but not limited to, the following:
    • FAQ Pension FAQ
    • Help you understand the investment world
    • Aid in setting reasonable financial goals
    • Discuss and implement lifelong financial plans
    • Select suitable investments by balancing risk and opportunities
    • Aid in interpreting investment statements, so that you may play an active role
  • Review Investment review
    • Determine an optimal asset allocation to match your unique personal and financial goals and resources
    • Determine the best investment mix to help you minimize taxes and maximize benefits
    • Provide custom portfolio analysis and risk review for stocks, bonds, REITs, and limited partnerships
  • FAQ Financial Planning (see Financial Planning Services)

Annualized Gains of Some Indexes We Track as of September 30, 2008
Inclusion in this list is not a recommendation to buy any security or investment. Such advice is only given in context of our financial planning services. This information was derived from sources believed to be reliable, but is not guaranteed. Actual returns may vary and do not include advisory fees, commissions, sale charges or other fees. S. D. Clifford Advisors,  employees and associates may hold positions in these investments. Future returns are not guaranteed. Accounts may lose value.  This is intended for current investors only and is not intended to suggest returns that may be expected by any individual investor.
Fund Name
Ticker
Year-to-Date
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Total Return
10 Year
Total Return
American Funds AMCAP F AMPFX (19.60) (22.10) (0.69) 3.99  5.82 
American Funds Balanced F BALFX (13.10) (14.90) 1.78  4.83  6.50 
American Funds Cap Inc Builder F CIBFX (17.80) (19.10) 2.25  7.16  6.87 
American Funds Cap Wld Gr&Inc F CWGFX (23.60) (23.50) 4.70  11.58  10.52 
American Funds Fundamentl Invs F AFIFX (21.30) (22.10) 2.99  9.49  7.16 
American Funds Gr Fnd of Amer F GFAFX (20.60) (22.80) 0.82  6.95  8.47 
American Funds Inc Fnd of Amer F IFAFX (16.00) (19.50) (0.17) 4.74  5.49 
American Funds Inv Co of Amer F AICFX (19.50) (23.00) 0.39  5.73  5.50 
American Funds New Perspective F NPFFX (22.50) (22.50) 4.00  9.65  8.47 
American Funds SMALLCAP World F  SCWFX (30.30) (32.70) 1.62  9.68  7.87 
American Funds Wash Mutl Invs F WSHFX (16.10) (20.50) 1.45  5.66  4.75 
Davis Appreciation & Income A RPFCX (17.80) (22.00) (0.84) 4.70  4.87 
Davis New York Venture Fund A NYVTX (20.50) (22.10) (0.05) 6.61  6.16 
Davis Real Estate A RPFRX (8.00) (17.60) 2.70  11.74  11.10 
Federated Mid-Cap Index Fund FMDCX (14.40) (16.80) 1.34  8.16  9.66 
Third Avenue Value Fund TAVFX (28.60) (32.00) (4.19) 7.12  9.26 
Market Indexes for Comparison:
Standard & Poor's 500   (19.50) (22.10) (.14) 5.12 3.00
Dow Jones Industrials   (18.60) (23.30) (.22) 2.50 2.97
Risk Free Rate   1.10 2.00 7.32 5.12 4.19
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