COVID-19 Updates

Our offices are open from 10 am - 4 pm with COVID-19 safety guidelines in place. For the safety of our staff, clients, and communities all required COVID-19 prevention measures will be enforced including the use of masks and social distancing. We also remain committed to serving clients remotely via phone or email.



Investment Performance

Monthly Reports

CGI Market Commentary Download Report
Newsletter Download Report
Fund Performance Summary Download Report
Lifestyle Allocations Download Report
Fund Descriptions Download Report

Stock Fund Options

Vanguard Global Stock Index Fund Prospectus Fact Sheet
Vanguard US Opportunities Fund Prospectus Fact Sheet
Fidelity European Growth Fund Prospectus Fact Sheet
iShares Russell 2000 Index Fund Prospectus Fact Sheet
MFS Global Equity Fund Prospectus Fact Sheet
Fidelity Asia Focus Fund Prospectus Fact Sheet
Vanguard US 500 Stock Index Fund Prospectus Fact Sheet

Bond Fund Options

Vanguard Global Bond Index Fund Prospectus Fact Sheet

Money Market / Fixed Deposit Options

Fidelity US Dollar Cash Fund Prospectus Fact Sheet

Balanced Fund Options

MFS Global Total Return Fund Prospectus Fact Sheet

Performance results are net of investment management fees (at the vendor level) but are reported gross Colonial Life Assurance policy and investment fees as negotiated.