Every quarter we publish our Capital Markets Review for the benefit of our clients and others.  We believe that markets work, and as managers, we add value through a deep understanding of our clients and their needs.  Then we implement a portfolio designed specifically to meet them.

In keeping with our philosophy, the review provides detailed information about the global markets we use to build portfolios. It begins with a global overview and includes a timeline of events over the previous quarter.  The review then features the returns of various stock and bond asset classes in the US and international markets.

Read More: 2018 Q2 Capital Markets Review

Greetings Clients & Friends,

It’s hard to believe that 2018 is already half over!  I hope you are enjoying your summer and all life has to offer. I’d love to hear of any fun adventures you’ve taken!

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