Newsletter - Winter 2020

Please read our newsletter by clicking the link below to see how managed accounts have fared in general during the current market turmoil, including the strategy and asset mix currently employed.

Included are some useful statistics and information about COVID-19.

Please email or call if you would like to discuss your own situation.


CLICK HERE - Pandemic Greets Investors


Keep healthy!


Brad Hunter, CA, CFP®, CIM  
Director, Wealth Management, Portfolio Manager, Investment Advisor