"A peace of mind in sound investment strategies."

Market Outlook

We believe that direct ownership of stocks and bonds is the most cost effective and transparent way to build a portfolio. Our clients know what they own and why. We also support gaining exposure to unique investment sectors like emerging markets or biotechnology through an exchange traded fund (ETF) that specializes in those sectors. On average, our portfolios hold 5-10% in ETF’s. We build investment position with a 3 to 5 year time horizon that allows our investment ideas to mature. We have been successful building portfolios with traditional, fundamental analysis complemented by a contemporary view of global markets and active management.

The pace of information flow has grown exponentially over the past decade, and we believe this has accelerated economic cycles and the speed at which a company’s business model can or must change. Our portfolio management strategy takes advantage of change and volatility instead of running from it. We don’t believe that risk is increased by being nimble. In fact, we believe risk is reduced by adjusting our portfolios to the constant changes in the business cycle. We see it as traditional portfolio construction with a willingness to adjust portfolios actively. It is active management and it works.

In an effort to keep our clients aware of our evolving view of the markets we have created our quarterly market update, 'Periscope.'

Christoper Lorenz Weighs in on Stock Market Changes
February 6, 2018
http://www.wmtw.com/article/financial-planners-weigh-in-on-stock-market-changes/16645080


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