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Reference Materials

Audit Flyer
Bond Investing Primer
Bond Market Monitor - Q3 2019 
Boot Camp Slides - May 2018
Client Call - Q1 2019 (video)
Contact Sheet
Cornerstone & Foundation Investment Rationale - Q2 2019
Performance Scorecard - Q2 2019
Portfolio Construction Checklist
SMA Data Matrix - Q2 2019
SMA Returns Periodic Chart - Q2 2019
SMA Risk-Return - Q2 2019
SMA Style Charts - Q2 2019
SMA Tactical Matrix - Q2 2019
SMA Correlation Chart - Q2 2019
Strategy Cheat Sheet - Q2 2019
Client Call - Q2 2019 (video)
Summer Advisor Call Q3 2019 (video)
Summer Advisor Call Slides Q3 2019
Fall Advisor Call Q4 2019 (video)

 



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