We are pleased to announce that we have been approved to operate as a Registered Investment Advisor on the Fidelity Institutional Platform. Fidelity will be our third custodial relationship.
Adding Fidelity Institutional will make us one of the few Registered Investment Advisors in the nation that will operate on all three major platforms.
» 2011 Third Quarter Investment Review
» 2011 Second Quarter Investment Review
» 2011 First Quarter Investment Review |