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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

The S&P found strong technical support after entering correction territory, suggesting that the current rally still has legs and could continue into year-end.

While much may depend on the developing situation in Israel and the Fed’s posturing around the future path of interest rates, for now our Momentum Dial remains in a Positive position. 

ECONOMIC FUNDAMENTALS

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current reading

negative

ECONOMIC FUNDAMENTALS

Our first look at US GDP in the third quarter showed 4.9% annualized growth, its strongest quarter since 2021. Consumers have been undeterred by higher rates as spending remains robust, although survey data suggests that future uncertainty may curtail these high rates of spending.

As of now, our Economic Dial remains Negative.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

It is no coincidence that the recent three-month selloff in equities has coincided with 10-year treasury yields jumping from 4% to 5%, as higher long-term rates make stocks appear more expensive.

While US corporate earnings have stabilized, valuations remain stretched, which leaves our Valuation Dial in a Negative position.

Our composite Three Dials reading remains in a Moderately Defensive position, 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.

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