When To Buy
We seek to identify areas of the market that are in an established uptrend, and only these areas are candidates for consideration in the portfolio.
What To Buy
The Most Complex Question
We rank all viable areas based on the strength of the uptrend, historical risk reward metrics, and correlation with the stock and bond markets.
When To Sell
We set a trailing stop on every holding based on its specific volatility pattern. Once a stock hits that point, we immediately sell. Our own rules force us away from price disruption.
CIO Insights: January 2023
January 12, 2023
Recorded on January 10, 2023, CIO James St. Aubin looks back on 2022 and touches on what he expects 2023 to bring.
CIO Insights: December 2022
December 5, 2022
CIO James St. Aubin provides insights on recent market activity influenced by the holiday season, as well as an update on the performance of the S&P 500 Index.
A Quick Introduction: Meet Our New CIO and CIS
November 22, 2022
A Quick Introduction: Meet Our New CIO and CIS, with CIO James St. Aubin and CIS Ryan Harder
Webinar | Bond Math 2.0
November 16, 2022
In this webinar, Senior Portfolio Specialist, Bill Phillips, continues to challenge the traditional purposes of fixed income allocation and review how an alternative approach to fixed income can help your clients’ portfolio.