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Client Comfort Letter

We are pleased to present this Client Comfort Letter dated March 15, 2025.
Please follow the links below to view in PDF:

Client Comfort LetterDownload

 

Investments

GIM Investment Letter & Model Portfolios — Q4/24

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending December 31, 2024.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q4/24Download

GIM Investment Letter — Q4/24Download

Investments

GIM Investment Letter & Model Portfolios — Q3/24

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending September 30, 2024.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q3/24Download

GIM Investment Letter — Q3/24Download

Investments

GIM Investment Letter & Model Portfolios — Q2/24

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending June 30, 2024.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q2/24Download

GIM Investment Letter — Q2/24Download

Blog, Investments

Client Update Letter

We are pleased to present this Client Update Letter dated May 31, 2024.
Please follow the links below to view in PDF:

Client Update LetterDownload

 

Investments

GIM Investment Letter & Model Portfolios — Q1/24

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending March 31, 2024.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q1/24Download

GIM Investment Letter — Q1/24Download

Investments

GIM Investment Letter & Model Portfolios — Q4/23

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending December 31, 2023.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q4/23Download

GIM Investment Letter — Q4/23Download

 

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


Investments

GIM Investment Letter & Model Portfolios — Q2/23

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

GIM Model Portfolios — Q2/23Download

GIM Investment Letter — Q2/23Download