our insights
Stay informed with perspectives from our investment team:
Our Latest Insights
April 3, 2013
by Mark Carlton, CFA®
Trademark Bulletin for 4/3/13
Yesterday, April 2nd, was a bad day from a bull’s perspective. Despite an 89 point gain on the Dow Jones Industrial Average and an 8...
Read More
February 26, 2013
by Mark Carlton, CFA®
Market Perspective for February 26, 2013
A few thoughts about the various asset classes: Stocks Occasionally we hear the old saw, “It’s not a stock market, it’s a market of...
Read More
January 23, 2013
by Mark Carlton, CFA®
Quarterly Perspective for 4Q12
Summary Asset prices improved in the 4th quarter for the most part, but the list of winners and losers changed quite a bit from earlier...
Read More
Schedule a Consultation
If you prefer a scheduled conversation, we are available for introductory calls to discuss your needs and determine how our services may align with your practice or organization.
A Trusted Partner
We are committed to providing a clear, consistent experience grounded in fiduciary discipline and long-term perspective. Your inquiry will be handled with professionalism, confidentiality, and care.