Coldstream Special Event – Jason Trennert, Strategas Partners Presentation

In Coldstream Happenings, Market Commentary

Strategas Investment Strategy Outlook – Equities & The T.I.N.A. Factor January 2013

Coldstream had the honor of hosting Strategas Research Partners on January 23rd at Overlake GCC. Strategas’ Chief Strategist and a regular on CNBC, Jason Trennert shared his major investment themes for 2013 in a post-election environment with “fiscal cliff” uncertainty.

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December 16, 2025

Coldstream Surpasses $14.05 Billion in Total Client Assets

We are proud to announce that we have surpassed $14.05 billion in total client assets, completing another record year of growth. Our firm’s organic and merger-based growth has exceeded our three-year strategic plan ahead of schedule, which we have accomplished without external capital. Thank you to our wonderful team who made this happen and their [...]

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Contributions from: Arthur Coyne, CFA®, Jillian Perkins, Bryan P. Shipley, CFA®, CAIA®

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