High Performance Institutional Money Management

Our goal is to provide our institutional clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements.

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Smart Wealth Solutions for Individuals and Families

We partner with our clients to help them achieve their financial goals. Our service philosophy is simple: we collaborate with our clients to build a straight-forward investment plan that they can live with and stick to.

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John on BNN: slower economic growth expectations

June 20, 2024

John shares his thoughts on how to navigate expections of slower economic growth going forward, on BNN’s “The Open”

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If you’ve watched BNN, you know that John is a sought-after market commentator, with deep insights on key sectors, important stocks, as well as the larger economy.

Latest Commentary

Preferred Share Commentary | September 2024

Jeff Herold

In September, the preferred share market finished with a positive return despite trading sideways for most of the month. Both bond and common equity markets had strong months due to the prospect of declining interest rates. Numerous central banks around the world lowered interest rates, including a 50 basis point cut by the U.S. Federal […]

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Bond Commentary | September 2024

Jeff Herold

The bond market enjoyed its fifth consecutive monthly gain in September as numerous central banks around the world lowered interest rates in efforts to stimulate their respective economies. Of particular note, the U.S. Federal Reserve began reducing rates as U.S. inflation continued to decelerate. The prospect of easier monetary policy in the coming months prompted […]

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The Fed “Recalibrates” Investors’ September Worries and Sends Stocks Back to All-Time Highs!

John Zechner

Following the sharp sell-off and subsequent recovery in stocks in August, investors were noticeable nervous as we headed into September, historically the worst month for stocks.  While the market got off to a rough start again in the first week, it was straight up after that as the Federal Reserve’s jumbo-sized rate cut and the […]

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