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!
Partner | President & Chief Investment Officer
Partner | Director of Wealth Management
Partner | Director of Wealth Strategies & Chief Compliance Officer
Director of Wealth Management
Associate Director of Wealth Management, Portfolio Manager
Principal | President & Chief Investment Officer
Principal | Director of Wealth Management
Principal | Director of Wealth Strategies & Chief Compliance Officer
Director of Wealth Management
Principal | Director of Wealth Management
Director of Wealth Strategies
Director of Research
Compliance Manager
JEFFREY G. LENHART, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
Graves Light Lenhart May ’23 Market Commentary
