Newsletter - Fall 2021


Click the link below for our Fall newsletter for 2021. It includes:

  • Benchmark managed account results year-to-date to the end of August
  • A discussion of the key building blocks in portfolios we construct.

Access it by clicking here.

Please contact me if you would like to discuss anything discussed in these publications or your portfolio. Please pass this communication on to anyone who might find it of value.




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