
Q3 - 2025 Trade Memo: Resilience in Motion
Explore what changed in your portfolio this quarter—and why we’re staying both strategic and grounded as markets shift and the Fed finally moves.

Q2 - 2025 Trade Memo: Navigating New Terrain with Focus and Flexibility
Markets rallied—but we didn’t just ride the wave. In Q2 2025, we made disciplined, forward-looking portfolio adjustments. Watch the video to see how we’re positioning for what’s next.

Q1 - 2025 Trade Memo: Strategic Adjustments for Growth and Risk Management
In our Q1 2025 trade memo, we highlight strategic adjustments made to the portfolio, including a focus on U.S. stocks, tactical risk management, and navigating inflationary pressures. Read more to understand how these adjustments align with current market conditions.