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PerformanceReview4Q2023.Cover.jpg

Performance Review
& Commentary


Detailed information on 4Q2023
WI Fidelis Strategy and WI Excelsis model performance with benchmark comparisons. 

Past performance is no guarantee
of future results.

 

02

Equity Strategies

01

Fixed Income Strategy
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01

Asset Allocation Strategy
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Contact us about
Fidelis wealth planning.

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