Quarterly Market Review

2nd Quarter 2023

We are changing the format of our formal quarterly client communication. Instead of a written report, we are providing a 10-minute video along with a slide deck.

Our intention is to communicate what we see and how our management of client portfolios may change in response. Our hope is that our clients will feel more comfortable with their investments and engage with us to discuss their needs and/or concerns. Please let us know what you think!