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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
2021-03-23T12:20:52-07:00
Active Tax Indexing (ATI)
ATI Large Cap Q4 2020
Global ATI Q4 2020
ATI Value Tilted Q4 2020
Socially Responsible Investing (SRI)
SRI All Cap Q4 2020
SRI Global Equity Q4 2020
Factor-Tilt Portfolios
High Quality Dividend Yield Q4 2020
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