October 2025 & Global Portfolio Update

It's incredible to think we are wrapping up yet another year! This one has been special, not just for the quality of returns, but for the depth of rhythm the F&A practice has entered in to. We deeply value our special relationships with each of you, and it gives us great satisfaction to deliver on the trust you have placed in us!

Monthly Commentary, Portfolio RebalanceRichard Fleuriot14 November 2025Fleuriot & AssociatesInvesting, Wealth Management, Built Not Bought, October 2025, Season's Greetings, Global Portfolio SeriesComment

Global Portfolio Series Update

The Global Portfolio Series (GPS) has benefitted from a stable and defensive asset allocation over the years, as should be expected from a core global portfolio. 2020 however provided many points to consider as we look to the future; one which presents a myriad of potential outcomes from an intriguing starting point.

Portfolio RebalanceFleuriot & Associates10 August 2021Fleuriot & AssociatesGlobal Portfolio Series, Built Not Bought, Wealth Management, Investing, StrategyComment

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