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A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

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Our team is dedicated to the highest standards of professional excellence utilizing a disciplined investment strategy and incorporating realistic return expectations. With a focus on providing superior, unbiased investment advice and unparalleled service, we actively manage individual accounts, retirement accounts, institutional accounts, trusts, corporations, foundations and various charitable institutions.

Our team is dedicated to implementing customized investment strategies designed to provide the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the transfer of wealth. We bring a financial consulting discipline to the investment process and view our client relationships as life-long partnerships. We look forward to the opportunity to assist you with your wealth management needs.

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Latest Insights

An unshocking response to the Saudi oil supply shock?

Sep 20, 2019 | Kelly Bogdanova

An escalation of military tensions in the Middle East would likely grab the market’s attention. We assess how geopolitical risks could impact portfolios

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The credit market’s message: Recession fears may be overblown

Sep 16, 2019 | Thomas Garretson, CFA

Credit markets continue to signal that there are few recession risks on the horizon, but that may be because central banks are back with a vengeance.

Read More