THE ADVOCATE 323
VOL. 80 PART 3 MAY 2022
Built on Trust, Backed by Results
Jeff Davis has been entrusted with the investment portfolios of legal
professionals in British Columbia and Alberta for 20 years. Attuned to
your needs, he understands that the demands of being a successful
lawyer often result in a lack of time to manage your own investments.
At Odlum Brown, Jeff develops investment strategies that are
conflict-free and focused on creating and preserving the wealth and
legacy of his clients. For over two decades, the results of the highly
regarded Odlum Brown Model Portfolio have been a testament to the
quality of our advice.
Jeff Davis, B.Comm, CIM
Vice President, Director
COMPOUND ANNUAL RETURNS (Including reinvested dividends, as of March 15, 2022)
1 YEAR 3 YEAR 5 YEAR 10 YEAR 20 YEAR INCEPTION1
Odlum Brown Model Portfolio2 17.1% 13.6% 9.9% 13.3% 11.2% 14.4%
S&P/TSX Total Return Index 14.8% 12.8% 9.7% 8.7% 8.0% 8.8%
Let us make a case for adding value to your portfolio, contact Jeff today at 604-844-5404 or
email@example.com. Visit odlumbrown.com/jdavis for more information.
1 December 15, 1994. 2 The Odlum Brown Model Portfolio is a hypothetical all-equity portfolio that was established by the Odlum Brown Equity Research Department on December 15, 1994 with a
hypothetical investment of $250,000. It showcases how we believe individual security recommendations may be used within the context of a client portfolio. The Model also provides a basis with which
to measure the quality of our advice and the effectiveness of our disciplined investment strategy. Trades are made using the closing price on the day a change is announced. Performance figures do not
include any allowance for fees. Past performance is not indicative of future performance.
Member-Canadian Investor Protection Fund