Why This Rally Is Really Different
Most investors are not impressed with the 29% gain in the Standard & Poor’s 500 Index (S&P 500) from the March 9 low. The consensus is that
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As the world deglobalizes, we provide keen insights and expert guidance on global markets.
We are a registered investment advisor based in Pennsylvania. We are research intensive focusing on fundamentals complemented by technical analysis.
We customize portfolios to meet our clients objectives and create unique portfolios. We manage portfolios for individuals, families, trusts, and institutions.
Most investors are not impressed with the 29% gain in the Standard & Poor’s 500 Index (S&P 500) from the March 9 low. The consensus is that
Since this bull market began back in October 2002 or March 2003, there have been seven corrections of between five and ten percent. During each correction, I
All valuation measures (price/cash flows, price/book, etc.) on the S&P 500 are at all-time highs except for P/E’s but we are at 2.5 standard deviations on P/E.
Our investment process begins with first determining our clients risk profile and investment goals. Then portfolios are designed to achieve the highest risk-adjusted returns to meet the clients objectives. We follow up with communications to clients to inform them of changes in the investment landscape. The focus is always on how we can satisfy the needs of our clients.
Understanding client objectives
Customized portfolios
Monitoring/ongoing evaluation
Monthly Reports
