MEDIA ROOM

An exclusive area that contains various media we have produced for the education of our clients. “Chart Series” is a web video educational series that contains specific details of what was considered in purchasing certain securities for our portfolios or discussing further details of our quarterly macro outlook.

M.A.P.S. Library

Deriving our M.A.P. Strategy – Portfolio Level (Part III)

July 08, 2016

Deriving our M.A.P. Strategy – Asset Level (Part II)

June 16, 2016

Deriving our M.A.P. Strategy- Macro Level (Part I)

May 23, 2016

Having a Plan to Navigate 2016

January 29, 2016

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SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC