GoalPath Fi360 Quarterly Review
GoalPath Fi360 CIT and Model
Introduction
GoalPath Fi360 CIT and Model
Support Package Tutorial
GoalPath Fi360 CITs – Index Series. 2023-Q1
Quarterly investment analysis & reporting
GoalPath Fi360 CITs. 2023-Q1
Quarterly investment analysis & reporting
Target Data Series Comparison (Active). 2023-Q1
March 31, 2023
Target Data Series Comparison (Passive). 2023-Q1
March 31, 2023
Fi360 Fund Documents
GoalPath Fi360 Portfolios: Matrix CIF
GoalPath Fi360 Portfolios: Target Date Retirement CITs
GoalPath Fi360 Fund Overview
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GoalPath Fi360 CIT and Model Review, Q4 2022
Recorded March 29, 2023 | Webinar replay presented by Vern Cushenbery, Chief Investment Officer