Quarterly Commentary
Click the links below to view our Quarterly Reports
- 2019-Q1 Real Estate Portfolio
- 2019-Q1 Balanced Portfolio
- 2019-Q1 Total Equity Portfolio
- 2019-Q1 Value Portfolio
- 2018-Q4 Newsletter
- 2018-Q4 Real Estate Portfolio
- 2018-Q4 Balanced Portfolio
- 2018-Q4 Total Equity Portfolio
- 2018-Q4 Value Portfolio
- 2018-Q3 Newsletter
- 2018-Q3 Real Estate Portfolio
- 2018-Q3 Balanced Portfolio
- 2018-Q3 Total Equity Portfolio
- 2018-Q3 Value Portfolio
Portfolio Updates
If you would like to review copies of any previous quarterly reports, please email us