Monthly Archives: October 2023
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Investments

GIM Investment Letter & Model Portfolios — Q3/23

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending September 30, 2023.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q3/23Download

GIM Investment Letter — Q3/23Download

Blog

Client Comfort Letter

We are pleased to present this Client Comfort Letter dated October 5, 2023.
Please follow the links below to view in PDF:

Client Comfort LetterDownload