Transparency

Our clients receive timely research notes explaining the rationale for trades and allocation changes within their portfolios. We also provide quarterly market overviews and commentary during volatile markets. 

Quarterly Market Overviews:

Second Quarter 2019

First Quarter 2019

Fourth Quarter 2018

Third Quarter 2018

   

Market Commentary:

Market commentary (12/21/18)

Market commentary (12/11/18)

Market commentary (11/27/18)

Market commentary (10/8/18)

Market commentary (4/3/18)

Market commentary (2/6/18)

Market commentary (2/2/18)