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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.

MOMENTUM

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current reading

positive

MOMENTUM

Through the end of August, the S&P had already achieved 53 new all-time highs, on track for a calendar year record, demonstrating the persistent upward trend for US stocks in 2021. With China as the notable exception, global equities continue to exhibit remarkable technical strength, and as such our Momentum Dial remains in a “Positive” position.

ECONOMIC FUNDAMENTALS

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current reading

positive

ECONOMIC FUNDAMENTALS

The global economic recovery marches on, with key leading indicators in the areas of manufacturing, employment and real estate all pointing to expansionary conditions. 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

While high-priced growth stocks garner the bulk of investors’ attention, traditional value sectors such as Financials and Energy have led the S&P year-to-date. On balance, the market remains at historically high multiples, which leaves our Valuation Dial in a negative position.

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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