Portfolio Management

Below is a simplified chart showing general details of your portfolio. We strive to maintain accuracy, and the statements you receive from your portfolio manager(s) will be the binding record, in the event of a discrepancy between the information below and the information you receive from the portfolio manager.

This summary will be updated quarterly.

Allocation Overview - 2020 Q2

The information contained in this summary chart is not audited and any discrepancy between the information contained in this chart and individual company records will be reconciled by the records of various individual companies.