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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

While individual investors appear unsure about the direction of the stock market, institutional traders are as bullish as they’ve been since 2021, according to CBOE put/call data.

As long as buyers continue to step in and support each market dip, our Momentum Dial will continue to hold in its Positive position.

ECONOMIC FUNDAMENTALS

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current reading

negative

ECONOMIC FUNDAMENTALS

While markets will continue to try to parse the stimulative policies of deregulation and tax cuts with the potentially contractionary impacts of trade wars and spending cuts, it is a good time to point out that ultimately, long-term economic growth (and thus market performance) is agnostic to who sits in the White House.

Right now, declining building permits and gloomy consumer confidence is offsetting an uptick in manufacturing orders, so our Fundamental Dial remains in a Negative position, though continued improvement in the data could cause us to upgrade that position.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

While Trump exerts his influence over economic policy, he’ll have little to no control over frothy market valuations, as he inherits the most expensive stock market of any president in US history according to economist Robert Shiller. As such, our Valuation Dial remains Negative.

Our composite Three Dials reading remains in a Moderately Defensive position through year-end, 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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