Heads up — Hartley Trust just replied to the IPS draft. Want me to forward?

Looping in @Syra to pull the latest rebalance numbers before Thursday's call.

On it. Pulled YTD allocation drift (+2.4% equities, -1.8% fixed income) and drafted a one-page summary. Shared in #sales-pipeline canvas.

Perfect. Let's review on the 2pm sync. I'll add it to the agenda.

Quick note — Marlow Capital wants the alts sleeve memo by Friday EOD.