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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

One month of selling in equities is not enough to dampen what has been a strong year across size and geography. All major indexes exhibit favorable technical setups, holding positive upward trends with plenty of room to run before recovering all-time highs.

This small pullback may be a result of overexuberance, but investor sentiment surveys show that bullish attitudes have returned to a healthy level, which leaves our Momentum Dial in a Positive position.

ECONOMIC FUNDAMENTALS

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current reading

negative

ECONOMIC FUNDAMENTALS

Economic data continues to be a mixed bag, reflecting the uncertainty over the direction of the economy. On the one hand, manufacturers worldwide are cutting orders in anticipation of a potential slowdown, and consumer survey data paints a pessimistic view of future activity.

That said, hiring continues to grow across most sectors of the economy, with workers pouring back into the job market looking to fill the 8.8 million open jobs in the US. On balance, our Fundamental Dial retains its Negative reading.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

Investing is more than just a comparison of stocks versus bonds. But, with stocks in the midst of a double-digit earnings decline while bonds are paying yields at multi-decade highs, the cost of owning equities now seems high.

According to Bespoke Investment Group, the post-COVID performance gap between stocks (+80%) and bonds (-11%) is the widest since March 2000. Stocks are once again “expensive” by our metrics, so our Valuation Dial reverts to Negative.


The shift in our Valuation Dial pulls our composite Three Dials reading back into 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.

GET STARTED
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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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