Portfolio Commentary 4th Quarter 2013

With the start of 2014, we wanted to begin with a review of our investment objectives for the Vision Tactical Portfolios. First, the strategies have a global investment mandate. Global macroeconomic trends dictate portfolio decision making, and we maintain strategic positions in the various world regions – the U.S., Developed International (Ex. Europe, Japan), and Emerging Markets (China, Mexico, Brazil, etc.). We tactically over or underweight regions based on a variety of economic and market indicators…

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