
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…)
April 10, 2023
Dear Valued Client:
Enclosed are your reports and spreadsheets for the period ending March 31, 2023. (more…)
We wanted to update you on recent developments that have taken place within the past month that impact your investments. (more…)
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.
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.
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.