Q1 2023 Letter to Clients: April 10th, 2023
April 10, 2023
Dear Valued Client:
Enclosed are your reports and spreadsheets for the period ending March 31, 2023. (more…)
Market Update- February 2, 2023
We wanted to update you on recent developments that have taken place within the past month that impact your investments. (more…)
Q3 2022 Letter to Clients: October 4, 2022
October 4, 2022
Dear Valued Client:
Enclosed are your reports for the period ending September 30, 2022. This package will also contain spreadsheets (clients with over $750,000) and various information pieces.
Q2 2022 Letter to Clients: July 7th, 2022
July 7, 2022
Dear Valued Client:
“2022 HALFTIME LETTER”
Enclosed are your reports for the period ending June 30, 2022. This package will also contain spreadsheets (clients with over $500,000) and various information pieces.
Q1 2022 Letter to Clients: April 4th, 2022
April 4, 2022
Dear Valued Client:
Enclosed are your reports for the period ending March 31, 2022. This package will also contain spreadsheets (clients with over $750,000) and various information pieces.
