INVESTMENT MANAGEMENT
MOMENTUM
current reading
neutral
MOMENTUM
After spending the first half of the month clawing back their tariff-driven losses, equities broadly leveled off as investors seek clarity on how future trade policy will impact markets.
Heading into the typically slower summer months, we leave our Momentum Dial in a Neutral position.
ECONOMIC FUNDAMENTALS
current reading
negative
ECONOMIC FUNDAMENTALS
It appears for now that April’s economic data, incorporating the most punitive possible tariff rates, will be the low water mark as month-over-month comparisons should start to improve. However, we’ve still yet to scratch the surface of how any future price increases could impact consumer decision making.
As such, we leave our Fundamental Dial in a Negative position as we await an improvement in the data.
MARKET VALUATION
current reading
negative
MARKET VALUATION
A combination of rising stock prices and higher bond yields did nothing in May to alleviate already stretched equity valuations. In this historically expensive market, our Valuation Dial remains in a Negative position.
On balance, we remain defensively positioned, with two dials sitting in a Negative position and one dial at Neutral.
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DISCIPLINED RISK MANAGEMENT
Our investment philosophy, known as the “Three Dials”, factors in three primary indicators: Momentum, Economic Fundamentals and Valuation.
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The Three Dials provide a cohesive reading on the health, or “pulse” of the markets. The Dials provide a passive investment approach, with an active overlay. Each dial adjusts to data-driven indicators for maximized risk efficiency and an optimal allocation of diversified assets within your portfolio.
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.
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.
