Good Morning,
As a follow up to our earlier meeting, we will be increasing our exposure to U.S. Small Caps (IJR) and reducing exposure to U.S. large caps. Below are the trade amount (bps) across the different models. Also, attached is the presentation. Please let me know if there are any questions.
Thank You,
Pete
[Asset Allocation]
Peter Malone, CFA
Research Analyst
Direct: 617.226.0030
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109