ETF Managed Portfolios,
Thematic Equity Portfolios,
Outsourced CIO, 
& Sub-Advisory Services

Don’t invest based on Swine Flu, politics, or Lambda variants. We still like cyclicals & inflation sensitive assets but are hedging this risk. Add incremental dollars to more defensive factors like Quality and Dividends. What to expect going forward Long term return expectations have little to do with Delta/Lambda variants. We are more worried about expensive valuations than Covid variants. Investing requires mental fortitude. Most don’t have it. For those that do, the reward