Client Info

• Market Outlook - First Quarter 2024
• Mench Financial, Inc. Summary - First Quarter 2024
• Market Thoughts Newsletter - First Quarter 2024
• Sector Enhanced Portfolio Presentation - Second Quarter 2024
• Mench Investment Process
• Policy Guidelines Questionnaire

Fact Sheets

• 1Q24 Capital Preservation & Income Sector Enhanced Portfolio and GIPS® Report
• 1Q24 Balanced Sector Enhanced and GIPS® Report
• 1Q24 Global Sector Enhanced Portfolio and GIPS® Report

Client Documents

• Dual Contract Advisory Agreement 2024
• ADV Part 2A 2024
• ADV Part 2B 2024
• ADV Part 3 2024
• Global Investment Performance Standards (GIPS®) Verification Letter

*GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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