Investment Management

Asking the right questions, our team diligently works to find the right investment mix for each portfolio. Our approach seeks a balance between publicly traded securities and private market opportunities, from stocks and bonds to real estate and other alternative asset classes.

Quarterly Insights – April 2019

A Strong Start to the Year, But Risks Remain Stocks rebounded strongly in the first quarter thanks to a combination of improving U.S.-China trade relations, the Federal Reserve halting interest rate increases, and a better outlook for corporate earnings. The S&P 500 finished the first quarter of 2019 with the best quarterly return since 2009. Starting with U.S.-China trade negotiations, significant progress was made towards a new deal over the past three months, highlighted by the removal of the March 1st trade deal deadline imposed by the administration back in late November. Most of that progress occurred in January and that was one of the initial catalysts for the first quarter rally in stocks. [...]