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GIM Investment Letter & Model Portfolios — Q1/23

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

GIM Model Portfolios — Q1/23Download

GIM Investment Letter — Q1/23Download

 

Investments

GIM Investment Letter & Model Portfolios — Q4/22

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending December 31, 2022.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q4/22Download

GIM Investment Letter — Q4/22Download

Investments

GIM Investment Letter & Model Portfolios — Q3/22

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending September 30, 2022.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q3/22Download

GIM Investment Letter — Q3/22Download

Investments

GIM Investment Letter & Model Portfolios — Q2/22

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending June 30, 2022.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q2/22Download

GIM Investment Letter — Q2/22Download

Blog

Client Comfort Letter

We are pleased to present this Client Comfort Letter dated May 19, 2022.
Please follow the links below to view in PDF:

Client Comfort LetterDownload

 

Investments

GIM Investment Letter — Q1/22

We are pleased to present the GIM Investment Letter for the period ending March 31, 2022.
Please follow the links below to view in PDF:

GIM Investment Letter — Q1/22Download

 

 

Investments

GIM Investment Letter — Q4/21

We are pleased to present the GIM Investment Letter for the period ending December 31, 2021.
Please follow the links below to view in PDF:

GIM Investment Letter — Q4/21Download

 

Investments

GIM Investment Letter & Model Portfolios — Q3/21

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending September 30, 2021.
Please follow the links below to view in PDF:

GIM Model Portfolios — Q3/21Download

GIM Investment Letter — Q3/21Download

Investments

GIM Investment Letter & Model Portfolios — Q2/21

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending June 30, 2021. Please follow the links below to view in PDF:
GIM Model Portfolios — Q2/21Download
GIM Investment Letter — Q2/21Download
Investments

GIM Investment Letter & Model Portfolios — Q1/21

We are pleased to present the GIM Investment Letter and Model Portfolios for the period ending March 31, 2021. Please follow the links below to view in PDF:
GIM Model Portfolios — Q1/21Download
GIM Investment Letter — Q1/21Download