Client Info

• Market Outlook - Third Quarter 2025
• Mench Financial, Inc. Summary - Second Quarter 2025
• Sector Enhanced Portfolio Presentation - First Quarter 2025
• Mench Investment Process
• Policy Guidelines Questionnaire

Fact Sheets

• 4Q24 Capital Preservation & Income Sector Enhanced Portfolio and GIPS® Report
• 4Q24 Balanced Sector Enhanced and GIPS® Report
• 4Q24 Global Sector Enhanced Portfolio and GIPS® Report

Client Documents

• ADV Part 2A 2025
• ADV Part 2B 2025
• ADV Part 3 2025
• Global Investment Performance Standards (GIPS®) Verification Letter

*GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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