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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

2021 has seen an inflection point for equity growth after recovering from the COVID fallout. Outside of emerging economies, many of which have struggled with containing the pandemic, major equity indexes have held tight to upward trendlines for the first five months of the year. On balance, our Momentum Dial remains in a “Positive” position.

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current reading

positive

ECONOMIC FUNDAMENTALS

Consensus estimates for US GDP growth continue to improve, with economists forecasting +9% annualized growth in Q2 and full-year growth to exceed 6% for 2021. Overseas economic activity has also picked up, notably in Europe where leading indicators turned positive for the first time since the pandemic. We believe we are in the early stages of a global economic expansion, and thus our Fundamental Dial shows a “Positive” reading.

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current reading

negative

MARKET VALUATION

Valuation remains a moderating force, particularly amongst the high-priced growth stocks, which have underperformed this year as worries about higher inflation could lead to a price correction. While many view these lofty valuations as sustainable, we recognize the risk they present, which is why our Valuation Dial sits a “Negative” position at present.

 

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.

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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