Scott Brown can frequently be heard saying “we need to share this with clients” during internal meetings. Like any good son, I have ignored him long enough to now claim the idea as my own.
This month we wanted to invite you into our Investment Committee meeting – Once a month, we sit down for a meeting led by our own Taimi Bek to discuss overall economic trends, sector analysis, and the portfolios themselves. Because of the account sensitive nature of those discussions, we have recreated a compliance friendly overview of last month’s meeting to share with you. Our hope with this content is to give you a little more insight into the construction of the portfolios and the considerations that go into their ongoing maintenance. If you find this conversation to be of interest, and have questions or want to discuss further, Taimi is always available to you.
