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

Thus far, 2022 has proven to be the antithesis of 2021. Whereas last year was characterized by easy money, peak economic growth, and peak corporate profits, 2022 has seen a tightening of financial conditions, lower economic growth, and slower corporate profits. Our view is that markets are experiencing a vicious negative feedback loop. Higher inflation stemming from supply chain shocks lingering from post-Covid, excessive stimulus, plus tight labor markets have forced the Fed

Equities Post Worst First Half Performance Since the 1970s Amid rising recession fears, inflation & interest rate concerns, and slowing economic growth, equities had their worst first half of the year in decades as the S&P 500 fell 20%. While value and broad-based emerging markets were only down 11% and 17%, respectively, growth stands to be the worst performer, given its 29% decline. Bonds also posted negative returns ranging from municipal bonds down 8% to investment grade