Search
investment-management-ccon-blue

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?

pigi-bank

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.

MOMENTUM

gauge-needle
current reading

positive

MOMENTUM

Technical strength within domestic equities has been remarkably consistent in 2021, with intra-month dips finding support around the 50-day Moving Average to end the month at another record high. While overseas equities have traded slightly more range-bound recently, on balance our Momentum Dial remains in a “Positive” position at the end of July.

ECONOMIC FUNDAMENTALS

gauge-needle
current reading

positive

ECONOMIC FUNDAMENTALS

Advance estimates indicate that the US economy grew at a +6.5% annualized rate during Q2, a slight acceleration from the prior quarter. Meanwhile, the IMF upped their global growth forecast for 2022 by 0.5% to +4.9%, indicating that a strong fiscal response and improved public health metrics should sustain above-average growth in the near-term. While risks posed by the delta variant should not be ignored, our Fundamental Dial remains in a “Positive” position based on the current pro-growth landscape.

MARKET VALUATION

gauge-needle
current reading

negative

MARKET VALUATION

While US equity valuations continue to sit near record highs, corporate earnings for Q2 have been overwhelmingly positive so far, lending credence to the idea that stocks may be able to grow into these lofty price-to-earnings ratios. On the other hand, relative valuations overseas appear a bit more attractive, where post-COVID growth continues to lag. On balance, our Valuation Dial remains negative.

 

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.

 

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.

GAIN CLARITY AND CONFIDENCE
AROUND YOUR INVESTMENTS

LET'S TALK
phoneMockUp

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.

MobileMock-UserApp

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.

desktop-zigzag-1

MARKET AND ECONOMIC INSIGHTS

You will receive our market commentaries that provide clarity on the key issues that impact your investments.

© 2021 ARCHETYPE WEALTH PARTNERS | DISCLOSURES