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Home
Strategies
Catholic Values Enhanced Dividend Income Portfolio
Enhanced Dividend Income Portfolio
Growth & Income Portfolio
Hedged ETF Portfolio
Tactical Transition Strategy
Platforms & Custodians
Benjamin F. Edwards & Co.
Charles Schwab
Envestnet
Fidelity
Janney
LPL Financial
Morgan Stanley
Raymond James
RBC
R.W. Baird
Stifel Nicolaus
Truist
Wells Fargo Advisors
Team
News
Podcast
Contact
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Watch: Trade Tracker – Kevin Simpson buys more Home Depot, IBM and CME Group
September 16, 2025
Kevin Simpson on CNBC Halftime Report
Founder & CEO, Kevin Simpson, joined the ‘Halftime’ Investment Committee to detail his latest trades.
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