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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
2021-05-26T11:47:29-07:00
Active Tax Indexing (ATI)
ATI Large Cap Q1 2021
Global ATI Q1 2021
ATI Value Tilted Q1 2021
Socially Responsible Investing (SRI)
SRI All Cap Q1 2021
SRI Global Equity Q1 2021
Factor-Tilt Portfolios
High Quality Dividend Yield Q1 2021
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