Providing Institutional Quality Investment Strategies
To Meet Your Financial Needs.
Recent News & Insights

In the 70’s, 80’s and 2000’s, 3 of the last 5 decades, a globally diversified equity strategy would have likely benefited investors more than a US S&P 500 strategy only.
In the long-run, equity markets are driven by corporate earnings and investor confidence, functions of economic growth and monetary/fiscal policy. However, at the midpoint of the year, 2018 reminds us that in shorter periods, other elements enter the equation.
Please Contact Us For More Information
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk including loss of principal.
Investment advice offered through Fundamentum, LLC., a registered investment advisor.