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Holiday Hours: Our offices will be closed Friday, April 10, in observance of Good Friday.

 

 

We’re open, but our in-person services are limited as a result of COVID-19.

 

We’re still providing nearly all of our services online. Learn more.

 

The Monthly Investment Summary Report provides portfolio statistical information, including holdings by asset class, performance, yields and duration. In addition, the Economic Overview discusses market interest rates and factors affecting the economy.  These factors include the consumer, business, government, international trade, housing, inflation and monetary policy.