Website Change Log
07/30/2023
Updated quarterly data
06/13/2023
Updated Enhanced 50 ATAX performance page
04/12/2023
Updated ADV and CRS Forms
02/08/2023
Q4 update and MC title change
11/16/2022
Revised E50 Atax returns
10/18/2022
Q3 2022 update and removal of CE
09/01/2022
Updated Form CRS
07/27/2022
2Q 2022 Quarterly Update
04/30/2022
1Q 2022 Quarterly Update
03/11/2022
Wording change on Home page
01/26/2022
Updated Strategy performance
10/29/2021
Updated Strategy Performance
08/09/2021
Q3 2021 Update
04/28/2021
4/28/21
04/22/2021
Quarterly Update
02/02/2021
Quarterly Update
01/05/2021
Removed Jim Hough from Website
12/15/2020
Added TWIN ESG Strategy
11/19/2020
Remove JOIC Dividend article
11/11/2020
Quarterly Update
10/09/2020
Revised history
08/19/2020
Quarterly Update
06/03/2020
Changed form ADV for 2020
05/20/2020
Quarterly Update
02/21/2020
Quarterly Update
11/22/2019
Quarterly Update
11/21/2019
Added Privacy and Cookie Policy
09/04/2019
Strategy graphs
09/03/2019
Prime benchmark footnote
08/27/2019
8/27/2019