Dec 31, 2021 | Annual Highlights
With a challenging year behind us, we’re taking a moment to recognize some of our key successes as we celebrate both the ending and beginning of something new. Heading into 2021, our firm was conducting a month’s-long search for a Senior Portfolio Manager to oversee...
Jan 1, 2020 | Annual Highlights
If you follow market news, you might have heard that 2019 was one of the better years on the books, with the S&P 500 clocking in over 31% returns (including dividends). However, taking a tiny step back, you’ll remember the market fell almost -20% during the last...
