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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

An overheated equity market got a much-needed respite during the first few weeks of the new year, though strong buying activity to close the month re-affirmed the current uptrend.

The recent new high on the S&P should be seen as a bullish indicator, since one-year returns after new highs are positive roughly 85% of the time. As such, our Momentum Dial stays in a Positive position.

ECONOMIC FUNDAMENTALS

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current reading

negative

ECONOMIC FUNDAMENTALS

Forward looking economic data continues to improve off the low levels reached in 2023, most notably in new manufacturing orders, which improved in January for the first time in 17 months.

While it looks like the tide may be starting to turn, we await further confirmation from the economic data before moving our Fundamental Dial out of its Negative position.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

A return to dominance from high growth technology stocks revives the concern over both an overconcentration to the sector within major indexes, as well as risks over lofty price-to-earnings ratios.

So far, tech earnings have justified their growth projections, though it remains a high bar to clear, leaving our Valuation Dial in a Negative position.

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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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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