Our report cards are out!  That’s right, our investors should be receiving their quarterly statements any day now and they include our report card. In fact, each and every quarterly statement has a year-to-date report card to show how our investments in multiple asset classes have performed as compared with an appropriate index.

Let me know if you have any questions regarding understanding our report card.  If you’re not one of our investors, contact us to see how you too can begin to benefit from prudently investing in multiple asset classes.