Personal relationships. Global resources.

Value statement

Grounded in a steadfast commitment to conservative practices, we focus on crafting long-term investment strategies that prioritize stability, security, and sustained growth. By leveraging our experience and thorough understanding of market dynamics, we deliver tailored solutions designed to withstand market fluctuations and preserve capital over time. With a focus on risk management, and a dedication to cultivating lasting client relationships, we empower investors to navigate economic cycles and achieve their financial objectives with confidence and peace of mind.

 

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, Contact Us.