Client Info

• Market Outlook - Second Quarter 2025
• Mench Financial, Inc. Summary - First Quarter 2025
• Sector Enhanced Portfolio Presentation - First Quarter 2025
• Mench Investment Process
• Policy Guidelines Questionnaire

Fact Sheets

• 4Q24 Capital Preservation & Income Sector Enhanced Portfolio and GIPS® Report
• 4Q24 Balanced Sector Enhanced and GIPS® Report
• 4Q24 Global Sector Enhanced Portfolio and GIPS® Report

Client Documents

• ADV Part 2A 2025
• ADV Part 2B 2025
• ADV Part 3 2025
• 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.

_{Adobe Acrobat Reader}

_{Microsoft Word Viewer}

_{Microsoft Excel Viewer}

_{Microsoft PowerPoint Viewer}

_{With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.}