Watch Now:
2023 Q1 Client Market & Economic Update Webinar



What you will learn:

Join Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, RICP®  for a live roundtable discussion where you will learn key takeaways from the last quarter and watch as they answer audience Q&As.

Key Takeaways:

  • A review of global asset class performance for the quarter

  • A discussion on current market and economic risk factors

  • An update on the positioning of our U.S. equity investment strategies

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at


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7 Steps Toward More Effective Investing

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