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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
2021-10-26T13:17:09-07:00
Active Tax Indexing (ATI)
ATI Large Cap Q3 2021
ATI 2020 GIPS Report
Global ATI Q3 2021
GATI 2020 GIPS Report
ATI Value Tilted Q3 2021
ATI Value Tilted 2020 GIPS Report
Socially Responsible Investing (SRI)
SRI All Cap Q3 2021
SRI Global Equity Q3 2021
SRI Global Equity 2020 GIPS Report
Factor-Tilt Portfolios
High Quality Dividend Yield Q3 2021
High Quality Dividend Yield 2020 GIPS Report
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