Holiday Greetings & GIPS Presentation

By Megan Delaney on Dec 29, 2020

<span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text" >Holiday Greetings & GIPS Presentation</span>

We wish you and yours a safe and happy holiday season.

In accordance with the Global Investment Performance Standards (GIPS) from the CFA Institute, we are making our GIPS report available to our clients and prospective clients.

2019 GIPS Presentation

 

If you have any questions or comments, please feel free to contact any of our Team Members directly or via the Contact Us section of the web site!

 

 

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