Q4 2025 Client Presentation

Quarterly Market Review

4th Quarter 2025

Please enjoy this 13-minute video and slide deck for our Q4 2025 quarterly client presentation.

This update covers current economic trends, recent themes for the past quarter and recommendations for portfolio positioning. As always, please let us know how we can be of assistance.

Watch the Q4 2025 Client Presentation

View the Q4 2025 Presentation Slide Deck

Asa W. Graves VII, CFA®

Principal | President & Chief Investment Officer

J. Douglas Light

Principal | Director of Wealth Management

Jeffrey G. Lenhart, JD, LLM, CFP®

Principal | Director of Wealth Strategies & Chief Compliance Officer

A. Wesley Graves, VI

Director of Wealth Management

Ashley “Ash” Heatwole, CFA®, CFP®

Principal | Director of Wealth Management

Nicholas A. Perrine, CPA, CFP®

Principal | Director of Wealth Strategies

Ryan P. Waid, JD, LLM, CFP®

Director of Wealth Strategies

Jason Fink, PhD

Director of Research

Kathleen M. Graves, JD

Compliance Manager

Angela Moats

Senior Client Associate

Kara Morgan