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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

With its best monthly performance since 2020, the S&P traded above its 50-day moving average for the first time since April, an important short-term technical indicator. That said, longer-term support levels will still need to be recovered before we believe the current downtrend has been vanquished.

As such, our Momentum Dial remains in a Negative position at month-end.

ECONOMIC FUNDAMENTALS

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current reading

positive

ECONOMIC FUNDAMENTALS

US GDP declined at a -0.9% annual rate in Q2, following a -1.6% decline during the Q1. While this meets certain “back of the napkin” definitions of a recession, we’re more focused on key leading indicators like healthy consumer spending, a strong labor market, and expanding manufacturing activity.

We acknowledge that economic activity is slowing as part of the Fed’s campaign to get inflation under control, but so far key data points are strong enough that our Fundamental Dial is Positive through the end of July. 

MARKET VALUATION

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current reading

negative

MARKET VALUATION

Strong quarterly earnings reports from corporate titans like Apple and Amazon helped fuel the recent equity rally, though these higher prices brought forward P/E ratios back above their long-term averages.

With forward guidance from S&P companies skewed to the downside as executives hint that there may be tough times still to come, we’ve yet to see a compelling entry point for stock prices, and our Valuation Dial continues to show a Negative reading.


Our Three Dials composite reading remains Slightly Defensive, with two dials fully “off” and one still fully “on” through the end of the July.

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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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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