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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 we await further clarity on the Omicron variant’s transmissibility and how it holds up against current vaccines, we would expect heightened volatility to remain within equities. That said, markets remain above key technical levels as buyers appear willing to step in and support stocks at lower prices.

As of month-end, our Momentum Dial remains in a Positive position.

ECONOMIC FUNDAMENTALS

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current reading

positive

ECONOMIC FUNDAMENTALS

In the latest OECD Economic Outlook, both global growth and inflation are projected to remain above-average in 2022 before moderating in 2023. While this all but puts to bed the notion of “transitory” inflation, real (inflation-adjusted) growth should more than compensate for the expectation of higher prices.

Despite this uncertainty around inflation, our Fundamental Dial remains in a “Positive” position based on the current pro-growth landscape.

MARKET VALUATION

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current reading

negative

MARKET VALUATION

Equity prices have seen their own bout of inflation, with large cap US stock valuations reaching toward historic highs. Due to the risks imposed by these stretched multiples, our Valuation Dial continues to show a “Negative” reading.

Our Three Dials composite reading takes a “Cautiously Optimistic” view into the final month of the year, as continued strength in the areas of Momentum and Economic Fundamentals are balanced by Valuation concerns. We continue to monitor the data closely and will communicate any changes accordingly

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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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DOES YOUR PORTFOLIO ALIGN WITH YOUR RISK TOLERANCE?

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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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