The "Portfolio Review" is a quarterly newsletter designed expressly for clients of the firm. You may register to receive the latest issue or download archived issues. Due to compliance reasons, we are able to provide archived issues only dated back to July 2017.

In addition, from time to time Special Reports are posted here on timely and relevant topics that might affect our outlook and investment strategy.

These documents are in .pdf format and you will need Adobe Acrobat Reader in order to see them. If you do not already have Adobe Reader on your computer, you may download it free of charge by clicking the icon below.

Should you have any questions regarding any of the material you read, feel free to contact us for more information.