Good Morning,
Attached is the updated holdings piece that provides a snapshot of our ETF and mutual fund investments. Each slide discusses the investment process, performance history, and why we like each product.
If anybody has specific questions please let me know.
Thank You,
Pete
Peter Malone, CFA
Research Analyst
Direct: 617.226.0030
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109