Please plan to attend our QUARTERLY CLIENT TOWN HALL on July 12!

The markets are getting choppier ahead of what we strongly believe will be a significant recession in the U.S. and many other parts of the world. Although we keep you informed every week with a macroeconomic update and are adjusting our investment models carefully in response to developments, we want to start the tradition of giving our clients and prospective clients the opportunity every three months to hear about what’s going on and how we are responding to it, answer your general questions, and even have a guest speaker.

Please mark your calendars and plan to attend! (Meeting link will be sent to our clients ahead of the event.)