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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

After surging over 20% in the last six months, stocks were perhaps overdue for the pullback that we saw in April.

We’ll be closely watching the support level around 5,000 on the S&P, but for now the technicals remain well intact, and our Momentum Dial remains Positive. 

ECONOMIC FUNDAMENTALS

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current reading

negative

ECONOMIC FUNDAMENTALS

April was a tough month for economic data, best encapsulated by the Q1 GDP release, where growth came in below expectations while inflation came in above expectations.

A low-growth, high-inflation combination is likely the worst outcome for markets, so for now our Fundamental Dial stays in a Negative position.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

With ten-year treasury yields climbing back above 4.5% for the first time this year, investors may be again tempted to dump their stocks in exchange for higher yielding bonds, putting pressure on already stretched valuations.

With Q1 earnings only expected to grow +3.5% year-over-year, our Valuation Dial remains in a Negative position. 

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

DOES YOUR PORTFOLIO ALIGN WITH YOUR RISK TOLERANCE?

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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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