Client Letter 2019 Q4

January 13, 2020 |Jeffrey Wellwood
January 10, 2020 Dear Client, Welcome to a new year and a new decade. In this letter, I would like to provide you with a brief overview of some key investment market developments over the past quarter and for 2019 as a whole, as well as some insight into...
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Client Letter 2019 Q3

October 08, 2019 |Jeffrey Wellwood
October 8, 2019 Dear client, I hope you had a great summer and have the opportunity to enjoy some pleasant fall weather as we head into the final few months of the year. I am writing to bring you up to date on some key market developments over the past...
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Client Letter 2019 Q2

August 07, 2019 |Jeffrey Wellwood
Dear Investor, I hope this letter finds you well and enjoying some long-awaited summer weather. I am writing to provide details on how investment markets have performed in recent months and some perspective on some of the broad trends affecting your portfolio...
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Client Letter 2019 Q1

April 10, 2019 |Jeffrey Wellwood
Dear Investor, Global capital markets reversed course after a notably difficult end to 2018, rebounding strongly to post mainly positive results for the first quarter of 2019. Equity markets appeared to be lifted by the prospect of easier monetary policy...
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