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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

positive

MOMENTUM

According to Bespoke Investment Group, the S&P posted five consecutive weekly gains of at least 1% between January 8th and February 9th, the first such streak since 2016.

Despite a brief pause mid-month, equities continued their rally into month-end, leaving our Momentum Dial in a Positive position.

ECONOMIC FUNDAMENTALS

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current reading

negative

ECONOMIC FUNDAMENTALS

After showing signs of life last month, new manufacturing orders contracted in February, suggesting that the persistent high interest rate environment continues to provide a headwind to future economic activity.

With the Fed’s first rate cut potentially on hold until June, our Economic Dial remains in a Negative position for now.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

While last year’s tech rally relied primarily on multiple expansion, so far the story of 2024 has been backed by fairly strong earnings growth.

That said, high discount rates leave P/E ratios stretched, and as such our Valuation Dial remains Negative.

Our composite Three Dials reading remains in a Moderately Defensive position through the month of February, with two dials Negative and one dial Positive. 

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.

© 2024 ARKOS GLOBAL ADVISORS | DISCLOSURES