You’re invited to gain clarity on your investments and the markets — and this quarter, we’re doing something even more exciting.

Please join us for our 2nd Quarter 2025 Investment Strategy Luncheon, now featuring LIVE sessions at BOTH of our locations — together — powered by our new advanced technology.

Come experience our state-of-the-art setup firsthand while hearing directly from our Investment Committee about what’s driving the markets and how we’re positioning portfolios.

Can’t make it in person? No problem — you can still join us live virtually via Microsoft Teams at the scheduled time.

Click here to register and attend virtually.

What to Expect

Each quarter, our Investment Committee conducts in-depth research on the economy, markets, and our portfolios — so you don’t have to. This session is your opportunity to get a behind-the-scenes look at what we’re doing on your behalf, and why.

This is always a valuable and insightful event — now enhanced by our cutting-edge tech experience. We encourage all clients and friends to attend. Please remember to RSVP, as seating is limited.