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SOLUTIONS
Active Tax Index
Socially Responsible Investing
Factor-Tilt Portfolios
FACT SHEETS
CONTACT
ABOUT US
Investment Committee
Our Philosophy
CLIENTS ONLY
Fact Sheets
Fact Sheets
Greg Faulk
2022-05-02T11:09:12-07:00
Active Tax Indexing (ATI)
ATI Large Cap Q1 2022
ATI 2020 GIPS Report
Global ATI Q1 2022
GATI 2020 GIPS Report
ATI Value Tilted Q1 2022
ATI Value Tilted 2020 GIPS Report
Socially Responsible Investing (SRI)
SRI All Cap Q1 2022
SRI Global Equity Q1 2022
SRI Global Equity 2020 GIPS Report
Factor-Tilt Portfolios
High Quality Dividend Yield Q1 2022
High Quality Dividend Yield 2020 GIPS Report
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