Client Info
- Market Outlook - Second Quarter 2023
- Mench Financial, Inc. Summary - First Quarter 2023
- Market Thoughts Newsletter - Second Quarter 2023
- Sector Enhanced Portfolio Presentation - Second Quarter 2023
-
Mench Investment Process
Step By Step Monthly Management Process - Policy Guidelines Questionnaire
Fact Sheets
- Capital Preservation & Income Sector Enhanced Portfolio - Fourth Quarter 2022
- Balanced Sector Enhanced - Fourth Quarter 2022
- Global Sector Enhanced Portfolio - Fourth Quarter 2022
Client Documents
- Dual Contract Advisory Agreement 2023
- ADV Part 2A 2023
- ADV Part 2B 2023
- ADV Part 3 2023
- 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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