Upcoming Webcast — Advisor Best Ideas Series:

How to Ditch Your To-Do List and
Take Back Your Time

Join us on Thursday, August 19th at 11:00 a.m. EDT as we welcome special guest and productivity expert Dan Markovitz. In this interactive 30 minute session, Dan will share his proven strategies for time management. You’ll walk away with actionable insights to help you maximize your time, so you can focus on your clients and growing your high net worth business.

Benchmark Review
Benchmark Review & Monthly Recap, April 2021
May 6, 2021

Stock Market Momentum Continues in April HIGHLIGHTS: Equity markets rallied in April and new all-time highs were achieved for some of…

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All Cap Core Commentary
1Q 2021 — All Cap Outpaces Benchmark with Help from Consumer Discretionary
April 13, 2021

For the first quarter of 2021, the Navigator® All Cap strategy had a return of 11.75% (10.94% net) vs. a 6.35% gain in the Russell 3000 Index.

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ADR/International Equity Commentary
1Q 2020 — International Equity/ADR Continues to Outperform in 2021
April 13, 2021

For the first quarter of 2021, the strategy had a gain of 7.91% gross (7.12% net) versus the 3.49% gain in the MSCI All Country World ex-USA Index.

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SMID Cap Core Commentary
1Q 2021 — Healthcare and Information Technology Boost SMID Cap in Q1
April 13, 2021

In the first quarter of 2021, the Navigator® SMID Cap strategy had a gain of 18.74% gross (17.91% net) vs. the 10.93% gain in the Russell 2500 Index.

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U.S. Small Cap Commentary
1Q 2021 — Small Cap Shines on the Heels of a Steepening Yield Curve
April 13, 2021

For the first quarter of 2021, the strategy had a gain of 18.99% gross (18.14% net) vs a 12.70% gain for the Russell 2000 Index.

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Global Tactical Commentary
1Q 2021 — Stocks Outperform Treasuries by Most Since 2009
April 13, 2021

Even though we have been living through the disruptive effects of a pandemic, markets and the economy have recovered beautifully from the initial shock in February and March of 2020.

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Multi-Strategy Commentary
1Q 2021 — Risk Appetite Remains Strong
April 13, 2021

The first quarter saw the continuation of very strong equity markets, but the leadership profile has now changed.

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Tax-Free Fixed Income Commentary
1Q 2021 — Tax-Free Fixed Income
April 13, 2021

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Market Moves
Market Moves: Charting Our Strategies, March 2021
April 12, 2021

Within the hard-hit consumer space, hotels, casinos, cruise lines and airlines rallied on the hope of a more positive 2021 outlook. In this market environment, a barbell approach seems appropriate within our bottom-up equity portfolios.

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High Dividend Equity Commentary
1Q 2021— The Broad Market Rally Continues in Q1
April 12, 2021

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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