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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

Despite select pockets of weakness, global equities showed remarkable technical strength on the whole for 2021, with a maximum peak-to-trough decline of just 6% on the year as buyers stepped in to buy any significant dips. History tells us that markets are unlikely to stay this calm, with a double-digit decline occurring roughly every 16 months.

That said, a yearly gain of 20% or more on the S&P has been followed by another positive year roughly 70% of the time, including the last nine occurrences. On balance, our Momentum Dial remains in a Positive position heading into the new year.

ECONOMIC FUNDAMENTALS

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current reading

positive

ECONOMIC FUNDAMENTALS

Average unemployment claims in the US dropped below pre-COVID levels for the first time in December, another encouraging datapoint as the global economy continues to heal from the pandemic.

While the economic landscape is far from perfect (see continued supply chain issues and inflation uncertainty), our Fundamental Dial remains in a “Positive” position.

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 new year, as continued strength in the areas of Momentum and Economic Fundamentals are balanced by Valuation concerns. We continue to preach diversification and monitor the data closely, and we 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.

GAIN CLARITY AND CONFIDENCE
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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