Analysis-Driven, Client-Focused Wealth Management

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Quarterly Updates

As part of our dedication to transparency and service, EF Invest prepares a quarterly report to clients on strategy and performance of assets under management. Detailed commentary includes a review of the past quarter and a forecast for the future. Current and past updates are listed in chronological order, below. Please click on a link to open a PDF of the update.

2017 First Quarter
2016 Fourth Quarter
2016 Third Quarter
2016 Second Quarter
2016 First Quarter
2015 Fourth Quarter
2015 Third Quarter
2015 Second Quarter
2015 First Quarter
2014 Fourth Quarter
2014 Third Quarter
2014 Second Quarter
2014 First Quarter
2013 Fourth Quarter
2013 Third Quarter
2013 Second Quarter
2013 First Quarter
2012 Fourth Quarter
2012 Third Quarter
2012 Second Quarter
2012 First Quarter
2011 Fourth Quarter
2011 Third Quarter
2011 Second Quarter
2011 First Quarter
2010 Fourth Quarter
2010 Third Quarter
2010 Second Quarter
2010 First Quarter
2009 Fourth Quarter
2009 Third Quarter
2009 Second Quarter
2008 Update
2007 Update
2006 Update
2005 Update