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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
2023-11-30T11:47:06-08:00
Active Tax Indexing (ATI)
ATI Large Cap Q3 2023
ATI 2022 GIPS Report
Global ATI Q3 2023
GATI 2022 GIPS Report
ATI Value Tilted Q3 2023
ATI Value Tilted 2022 GIPS Report
Socially Responsible Investing (SRI)
SRI All Cap Q3 2023
Factor-Tilt Portfolios
High Quality Dividend Yield Q3 2023
High Quality Dividend Yield 2022 GIPS Report
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