2nd Quarter 2018: Benchmark Performance

Below is a quarterly, benchmark performance report. This represents general benchmarks from the beginning of April, through the 2nd quarter, June 30th. If you’d like to see your actual performance please reach out to us individually for a customized report.


If you have any questions about your specific investments, please let us know and we will be happy to set up a time to visit.


Warmest regards, 

Katherine and Josh