| QTD | ||
| Fundamental Equity Strategies | ||
| Large Cap Value (Institutional Only) |  |
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| Large Cap Value (Individual) | |
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| Small Cap | |
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| Disciplined Equity Strategies | ||
| AllCap | |
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| LargeCap | |
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| SMidCap | |
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| TaxManaged AllCap | ||
| TaxManaged LargeCap | ||
| Fixed Income Strategies | ||
| Core Fixed Income | |
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| Intermediate Fixed Income | |
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| Short-Term Fixed Income | |
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| Tax-Exempt Fixed Income Strategies | ||
| Limited Duration | |
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| Municipal Strategy | |
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| S.M.A.R.T. XO Municipal Strategy | |
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| ESG and Responsible Investing | ||
| LargeCap ESG | |
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| SMidCap ESG | |
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| LargeCap Catholic Values | |
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| LargeCap Clean Energy | |
ADDITIONAL DOWNLOADSManager Commentary Point of View |
We strive to be a collaborative partner in helping our clients attain their investment goals through proven actively managed strategies, implemented by experienced skilled professionals and communicated with a focus on exceptional client service.