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  • Wealth Managers
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  • Performance and Commentary
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hi

independent, research-based thinking

asset management for the professional and private client

  • Performance and commentary

    Please click below to see the latest five year performance of our strategic models and our latest investment commentary.

  • Performance

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  • Commentary

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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested. Past performance is not a reliable guide to future returns.