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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