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Our Philosophy on the Markets 

Equity and Fixed Income Markets move Based on Three factors.

  • Short and very-short-lived events and situations that often represent daily fluctuations. 
  • Intermediate-term changes in longer-term constructs - either in the market, economy, political landscape (domestic and global), and/or Policy. 
  • Finally, secular factors that represent the longer-term “state” of affairs. These factors and are difficult to rapidly effect through policy change.

For any given return, a certain amount of risk must be taken. We seek a return that is aligned with our client’s acceptable “risk allowance“ or “budget.” We quantify risk both in magnitude and in terms of short, intermediate and long-term horizons. We then base prudent investment decisions on those, and other factors.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.