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Performance Review
& Commentary


Detailed information on 2Q2023
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 today for a complimentary evaluation of your holdings and performance.*

*Some exclusions may apply. 

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