CTWM Investment Committee: Portfolio Change
Submitted by Connecticut Wealth Management, LLC on October 31st, 2018We are writing to share with you that the Investment Committee has approved another change to target allocations, this time within the bond portion of the portfolio. Specifically, we will be swapping the Vanguard Total Bond Index Fund with the Payden Low Duration Fund. This move will continue the theme of reducing the portfolio’s duration (i.e.
