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PERFORMANCE

We know that the bottom line for your investing decisions 

is the bottom line, so here is ours:

Client portfolios are up 9.69%

annualized through June 30, 2023

since inception (December, 2008).

Please contact Glenn for detailed performance data.

contextualizing

RESULTS

Understanding performance results is essential to making good decisions. Useful perspective on performance is provided here, in:

Let's

connect.

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