by Salman Ahmed

Both stock and bond markets had a strong year, rebounding nicely in 2023. Our funds all had a positive year, and our clients who hold balanced portfolios earned high single-digit returns.

In our year-end video below, we (1) provide an update on the firm, (2) review the performance of our funds and the capital markets, (3) discuss our outlook and return expectations, (4) touch on the advice we're giving clients, and (5) illustrate our investment principles in action.

If you have any questions or would like to further explore any of the topics discussed, clients and interested investors can book a meeting (phone, video, or in-person) with one of our Investor Specialists.