Quarterly Updates

Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member of FINRA / SIPC.

Investment advisory services are offered through Capital Insight Partners, LLC an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. M.S. Howells & Co and Capital Insight Partners, LLC are not affiliated.

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Insights

2nd Quarter 2025 Investment Update

4th Quarter 2024 Investment Update

3rd Quarter 2024 Investment Update

2nd Quarter 2024 Investment Update

4th Quarter 2023 Investment Update

3rd Quarter 2023 Investment Update

2nd Quarter 2023 Investment Update

4th Quarter 2022 Investment Update

3rd Quarter 2022 Investment Update

2nd Quarter 2022 Investment Update

4th Quarter 2021 Investment Update

3rd Quarter 2021 Investment Update

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