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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

Despite the September wobble, equities remain above support levels established over the course of this year and are entering a period of seasonal strength. Q4 has been the S&P’s best performing quarter of the year dating back to 1950 and has produced a positive return roughly 80% of the time. As such, our Momentum Dial remains in a “Positive” position heading into the final quarter of the year.

ECONOMIC FUNDAMENTALS

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current reading

positive

ECONOMIC FUNDAMENTALS

So far, China’s central bank is taking the appropriate steps to contain the fallout from Evergrande’s difficulties, limiting the probability of a global financial contagion. In the US, the employment situation continues to improve, and manufacturing data remains strong. On balance, 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

Equity valuations remain under the threat of higher interest rates, which put pressure on future earnings and cause investors to be more wary of high-priced growth stocks. Since equities remain near historically high multiples, our Valuation Dial continues to show a “Negative” reading.

 

Our Three Dials composite reading takes a “Cautiously Optimistic” view into the fourth quarter, 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.

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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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