Event Topic: Other

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.

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.