Integrity, service, results.
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.
Learn MoreWe 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.
Learn More
November 29, 2024
John shares his views on the current post-election rally on BNN’s “The Open”
Watch VideoIf 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.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.
Latest Commentary
Preferred Share Commentary | March 2025
Jeff Herold
In March, the preferred share market moved down for the first half of the month as financial markets waited for details on U.S. tariffs that were pushed back to April 2nd. Conflicting comments from U.S. President Trump and his various competing aides made it difficult to anticipate what the tariff policy would be ultimately. However, […]
Read MoreBond Commentary | March 2025
Jeff Herold
For much of March bonds traded in a relatively narrow but choppy range as investors waited details on U.S. tariffs that were pushed back to April 2nd. Conflicting comments by U.S. President Trump and by his various competing aides made it difficult to anticipate what the tariff policy would ultimately be. However, it appeared that […]
Read More‘U.S. Exceptionalism’ and ‘Animal Spirits’ Narratives Take a First Quarter Hit
John Zechner
Following the U.S. election results last November, stocks surged over the next month to all-time highs with rallies in technology, financials, consumer, industrial and small cap sectors leading the way. In the midst of this ebullience, we said in our year end commentaries that “a year from now there are two phrases that we would […]
Read More