Monthly & Quarterly Reports Archive

This page provides the archive of the historic monthly and quarterly reports.

Monthly Flash Reports

2023  January | February | March | April | May | June | July | August | September | October | November | December

Monthly Sestante Dynamic Asset Allocation

2023  January | February | March | April | May | June | July | August | September | October | November | December

Quarterly Peer Group Returns

2023  March | June | September | December

Market Commentary from Portfolio Manager, Andrea Ciaccio

2023  July | August | September | October | November | December