COVID 19: A MESSAGE FROM OUR CEO

In our 47 years in business, we have managed through several crises, and each one has its own unique characteristics – the COVID-19 Pandemic is distinctive in that it has materially impacted our health and everyday way of life, in addition to global economics and financial markets. As always, we are here to provide an honest assessment and a steady hand as we navigate the ever-changing circumstances together.

Like you, we are deep in the data, looking for an inflection point and a silver lining. We will be regularly producing and distributing informative material to keep clients and friends of the firm up to date on our view of the evolution and investment impact of this virus. In the meantime we trust that our allocation and liquidity reserve decisions have prepared us for such an event.

We also want to share that for the time being, our team will be working remotely to protect the health and safety of our employees, clients and community. Rest assured that we have the technology and security resources in place to help ensure that none of our services or operations are interrupted. We should all acknowledge that we take care of not just ourselves and our families, but one another by following the recommendations from our public health authorities. We are all in this together.

We will be regularly in touch and are always available for any reason. We look forward to hearing from you. Most importantly we wish you safety and good health.

Sincerely,

Peter Johnson
Chief Executive Officer and Portfolio Manager

COVID-19 News & Updates

We remain dedicated to providing timely insights and expertise as the COVID-19 outbreak continues and its influence on the economy evolves. While there are still many unknowns surrounding this pandemic and its effects, we hope these insights will provide you with some reassurance and clarity.

How Professional Athletes Use Contract Negotiations and Compound Interest to Supercharge Wealth

How Professional Athletes Use Contract Negotiations and Compound Interest to Supercharge Wealth

Discover How to Create Wealth with Compound Interest
Read More
Weighing the Impact of a Historic U.S. Presidential Election

Weighing the Impact of a Historic U.S. Presidential Election

Insights on Investing During Election Season
Read More
Podcast: Healthcare Delivery in the Wake of COVID-19

Podcast: Healthcare Delivery in the Wake of COVID-19

A New Podcast About COVID-19's Impacts on Healthcare
Read More

Contact Us To Learn More

Fields with an asterisk (*) are required.