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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

negative

MOMENTUM

Sentiment amongst individual investors hit its lowest level since 2009, with market participants increasingly uneasy over growth prospects. The tech-heavy NASDAQ, home to many household favorites, is off to its worst ever start to a year.

As a result, our Momentum Dial shifts into a Negative reading through the end of April.

ECONOMIC FUNDAMENTALS

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current reading

positive

ECONOMIC FUNDAMENTALS

Despite a headline GDP report that showed a surprise contraction for the US economy in Q1, a larger than normal trade imbalance is to blame for the negative number.

Strong growth from the consumer suggests that a recession is not imminent. Our Fundamental Dial remains in a Positive position for now.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

Despite a few high-profile misses, earnings season for the S&P has been largely positive, with 80% of companies beating bottom-line estimates so far. As a result, stock losses have come as a result of multiple contraction from one of the most expensive markets in history. While P/E ratios have come down, stocks remain far from cheap, and our Valuation Dial stays Negative.

Our Three Dials composite reading takes a step down from Neutral to Slightly Defensive, suggesting we take a bit of risk off the table in the face of growing uncertainty. 

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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.

GAIN CLARITY AND CONFIDENCE
AROUND YOUR INVESTMENTS

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DOES YOUR PORTFOLIO ALIGN WITH YOUR RISK TOLERANCE?

Find out with our free questionnaire.

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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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