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INVESTMENT MANAGEMENT

You want to experience growth in your portfolio, but don’t want to sacrifice sleep at night when volatility strikes.

So, how should you invest?

MOMENTUM

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current reading

neutral

MOMENTUM

Investor sentiment cooled in February as hopes for an accommodative Fed dissipated, leaving major equity indexes caught between a quest for new highs and a re-test of last year’s lows.  

Until that next major direction of markets is established, we believe we’re in for a sideways holding pattern, which leaves our Momentum Dial in a Neutral position.

ECONOMIC FUNDAMENTALS

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current reading

negative

ECONOMIC FUNDAMENTALS

Inflation continues to cast a shadow of uncertainty over the economic landscape, with an elevated CPI report offsetting what was otherwise a strong month of data releases spurred on by mild winter weather across the globe.

While the economic data may be showing signs of bottoming, it is still too soon to write off the possibility of a recession in the coming year. As such, our Economic Dial remains Negative. 

MARKET VALUATION

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current reading

neutral

MARKET VALUATION

With the Fed’s renewed commitment to keeping interest rates elevated for the next year, bond yields are re-testing their October highs when the ten-year treasury yield last topped 4%. However, equity markets have staged a double-digit rally from their October lows despite deteriorating earnings.

Taken together, stocks are starting to look more expensive relative to their historical norms, though we’ve not yet seen enough of a move to downgrade our Valuation Dial. For now, Valuation remains Neutral.

Our Three Dials composite reading continues to take a Moderately Defensive approach, with two dials in a Neutral position while one dial remains Negative. 

DOES YOUR PORTFOLIO ALIGN WITH YOUR RISK TOLERANCE?

Find out with our free questionnaire.

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Do you lack clarity on the quality of your investments and their performance?

Are you looking to simplify and consolidate your assets with a trusted team of experienced professionals that sit on the same side of the table as you?

Regardless of where you are, or where you’ve been, we partner with our clients to help them manage their wealth and steward it across generations.

WE’RE HERE FOR YOU

The markets can be difficult to navigate and can be bumpy along the way. Through our collective 75+ years of experience, we’ve learned to keep it simple.

Our investment advice is based on a principled, evidence-based strategy that guides our decisions.  We work to mitigate downside exposure while producing competitive returns over the long-term.

Our diversified portfolios are customized to get you to where you want to be while giving you peace of mind today.

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AROUND YOUR INVESTMENTS

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MONITORING AND REBALANCING

We conduct regular reviews to help ensure that your portfolio is aligned with your investment objectives and is appropriately positioned with the market environment.

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TRANSPARENCY AND ACCOUNT AGGREGATION

We offer a secure digital dashboard that serves as a home to all of your connected financial accounts, so you have a complete view of where you stand financially at any point in time.

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MARKET AND ECONOMIC INSIGHTS

You will receive our market commentaries that provide clarity on the key issues that impact your investments.

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