NEW! ESI Illuminations Portfolio Performance Snapshots for Q4 2021

To help you review the Illuminations fund strategist and SMA portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots have been updated for Q4 2021. While we know we should not make recommendations purely off of performance, lists such as these are a great starting point to look at alternative solutions to help our clients better meet their financial goals.

ESI Illuminations Fund Strategist Portfolio Performance Comparison – Q4 2021

SMA Portfolio Performance Comparison Q4 2021

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NEW! ESI Illuminations Portfolio Performance Snapshots for Q4 2021

Previous PostUpdated! Meet the Strategists

Next PostHave You Read the Updated WSPs?