To our valued clients,

It is at times like this that as advisors, we have the opportunity to show you the value of our portfolio management partners and the incredible value received through advice during volatility. Our commitment to you is that we will continue to proactively communicate and provide the right tools to manage your concerns and expectations. As always, our team is here to provide any additional support that you may require. Please give us a call or send us an email if you would like to have a conversation on how your portfolio is reacting to this market volatility.

As your wealth partners, we are grounded in our intellectual framework – which means we don’t let the market’s psychology or human emotion dictate our portfolio management decisions. Volatility is very much part of the investment process, and our focus remains on risk management and long-term capital protection for investors. The portfolio management teams we are partnered with continue to implement diversified asset allocation strategies to help minimize risk relative to returns while also taking advantage of buying opportunities. Please call us at 250-828-6767 if you have any concerns.