our insights
Stay informed with perspectives from our investment team:
Investment Insights for Advisors
Ongoing market commentary and portfolio research from the team that manages the portfolios — designed to support the conversations you have with clients.
Market Perspective
Commentary on the events moving markets, written as the news develops. Each update gives advisors context for timely client conversations.
Portfolio Strategy
Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.
Quarterly Perspective
A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.
The Trademark Take
A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.
Our Latest Insights
November 5, 2024
by Mark Carlton, CFA®
Quarterly Perspective For Q3, 2024
August 2, 2024
by Mark Carlton, CFA®
Quarterly Perspective for 2Q24
April 23, 2024
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q24
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.