Wait Until Next Year

© Can Stock Photo / photoslash

Since the Chicago Cubs don’t need that phrase any more, we thought we would borrow it for this essay about the months and years ahead.

Some of our favorite times of the year are still ahead of us for 2016. Gatherings and holidays and time with friends and family will fill the next few weeks.

Even so, we’ve had to get busy to be ready for the new year. Three things are causing a lot of evolution and change in our shop. Regulatory initiatives and market forces play a role. But the biggest thing is our intent to operate more effeciently, to invest more effectively, and to take care of business for you.

1. The systematic communication programs are helping us reach many of you every week with key perspectives. Some people want to know each day what we think is most interesting or pertinent. For them, we are on Facebook, Twitter, and LinkedIn.

2. We have a new focus on helping clients address their need for stable value elements in their portfolios—in addition to our research-driven focused investment holdings. Clients will be able to specify that a portion of their portfolio be invested with capital preservation as the primary objective.

3. Block trading and systematic programs are making our portfolios more responsive to changing conditions than ever before.

4. We have long offered diversification away from our traditional focused approach to investing. Now we are formalizing that into a separate offering.

So in 2017, we plan to be better equipped than ever before to manage your needs with appropriate portfolios and plans. Two things will never change: our commitment to core investment principles, and the knowledge that the better off you are, the better off we are likely to be.

Happy holidays, and here’s to a healthy, prosperous New Year! Thank you all.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.