Asset Allocation Viewpoints as of May 2023

This report represents the opinion of the Sendero Investment Committee, as of the date stated above, on asset classes used or considered for client portfolios versus Sendero’s strategic allocation. Due to various factors, including fluctuating market conditions, these opinions can change quickly and may no longer be reflective of current views. Moreover, you should not assume that any information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment advice from Sendero Wealth Management, LLC. Questions about the applicability of any specific information discussed above its applicability to your individual situation should be discussed with your professional adviser.

Travel Costs

Summer is here, and that means so is travel season! Travel costs have changed so it may be time to adjust your travel budget.