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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?

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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.

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current reading

positive

MOMENTUM

After a double bottom during the fourth quarter of 2020, the S&P has held a strong upward trendline over the past six months for a gain of +29% during that period. While conditions may be slightly overbought in the near-term, the longer-term outlook for equities remains bullish, which leaves our Momentum Dial in a “Positive” position.

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current reading

positive

ECONOMIC FUNDAMENTALS

The first look at US GDP saw the economy grow at a +6.4% annualized rate during Q1 as we continue to make up for lost output from the COVID shutdowns. With key indicators such as Consumer Confidence returning to pre-COVID levels, our Fundamental Dial continues to show a “Positive” reading.

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current reading

negative

MARKET VALUATION

Earnings growth from the S&P has been coming in at near-record levels so far this quarter, which has fueled investor optimism and driven up equity valuations. While we share in this optimism, we remain wary of the risks presented by these lofty prices, which has our Valuation Dial in a “Negative” position at this time.

On balance, our Three Dials composite reading continues to take a “Cautiously Optimistic” view, as strong showings in the areas of Momentum and Economic Fundamentals are balanced by Valuation concerns. While we recommend moderate investors rebalance back to their strategic equity targets given the strong run-up in stock prices, our long-term investment thesis remains intact.

DOES YOUR PORTFOLIO ALIGN WITH YOUR RISK TOLERANCE?

Find out with our free questionnaire.

GET STARTED

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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