Apr 26, 2024 | Investor Updates
In case you were not able to join our Quarterly Investor Update on April 18th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s impact...
Apr 26, 2024 | Announcements
The terms ESG (Environmental, Social and Governance), SRI (Socially Responsible Investing) and Impact Investing have been used interchangeably over the years to refer to specific investment approaches with a focus on aligning one’s investments with one’s values. While...
Jan 19, 2024 | Investor Updates
In case you were not able to join our Quarterly Investor Update on January 18th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s...
Oct 25, 2023 | Announcements
I’ve recently delved into an inspiring subject thanks to an amazing documentary called Kiss the Ground, which looks at the farming practice of regenerative agriculture. Soil health plays a pivotal role in the future of human well-being, our capacity to sustain...
Oct 24, 2023 | Investor Updates
In case you were not able to join our Quarterly Investor Update on October 19th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s...