Chris Gauthier, CFA - Chief Investment Officer 5/12/25 Chris Gauthier, CFA - Chief Investment Officer 5/12/25

Reintroducing Equity Exposure on Improving Trend Signals - 05/09/25

Reintroducing Equity Exposure on Improving Trend Signals | Portfolio Adjustments

Joe Gauvin 4/23/25 Joe Gauvin 4/23/25

Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | Diversified - 04/22/2025

Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | Diversified Portfolio Adjustments

Joe Gauvin 4/9/25 Joe Gauvin 4/9/25

Reducing Equity Exposure Due to a Deteriorating Trend Signal | Diversified Portfolio Adjustments

Joe Gauvin 3/19/25 Joe Gauvin 3/19/25

Slight Cut in Equity Exposure Amid Weakening Investment Environment | Diversified Portfolio Adjustments

Joe Gauvin 1/28/25 Joe Gauvin 1/28/25

Decreasing Exposure to Equities | Diversified Portfolio Adjustments

Joe Gauvin 9/26/24 Joe Gauvin 9/26/24

Unlocking Value from Interest Rate Cuts | Diversified Portfolio Adjustments, 09/24/24

Joe Gauvin 6/4/24 Joe Gauvin 6/4/24

Equity Market Resilience: Signals of Strength | Diversified Portfolio Adjustments