Adjusting your portfolio amidst the COVID-19 crisis

After the health and safety of their loved ones, sustained financial well-being is probably the most pressing concern for many people. Investors are taking a closer look at the state of their portfolios, analyzing performance and wondering about their future financial prospects during this period of heightened market volatility.

In this Q1 2020 Quarterly Review, our Co-founder and Chief Investment Officer Mark Kinney provides market insights and an overview of our firm’s investment strategy in anticipation of and response to this market correction. From asset mix adjustments to where we are deploying cash, Mark provides an update on the many ways we’re working to protect and grow our clients’ wealth in the midst of these unusual times.

If your portfolio lacks a cogent strategy, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to help  determine whether there is the potential for a mutual fit.