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Cirque tentOur latest client appreciation event, the Cirque du Soleil performance of Kurios – Cabinet of Curiosities, was a big hit. We had hundreds of clients and friends from across the country join us in the “Grand Chapiteau” (big tent) celebrating our 25-year company anniversary in style.

Why did we select “curiosity” as the theme for this quarter-century milestone celebration? It was an easy choice. Simply put, we attribute a healthy dose of curiosity as a key ingredient behind our success and the success of  the hundreds of high and ultra-high net worth clients we serve.

Scales-of-Justice - Janiczek

 

I’ve had a lot of clients and friends recently ask me if our comprehensive “bear watch” or “rally watch” investment models have triggered any sell or buy signals. The short answer is…

  • the weight of our macro, fundamental and technical evidence remains bullish,
  • albeit with signs of elevated risk across global markets.

With plenty of headlines and moving economic parts to consider, I do think it’s a good time for you to review our mid-year market outlook. Click the image below to download.

Portfolio Matters

In the 5-page report, our Chief Investment Officer, James Callahan, CFA does a fine job filtering through all the noise, hype and data to zero into a quality evidence-based assessment of conditions, dangers and opportunities.

As always, if you have any questions, feel free to call me at 303-721-7000.


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