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Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Despite a strong first half, historical patterns suggest positive, albeit slightly weaker, second-half returns says Chief Global Strategist Rick Pitcairn in this month’s Market in 5 Charts. The top 10 S&P 500 stocks now concentrate 37.7% of its market cap, raising concerns about market vulnerability. The 10-year Treasury yield indicates anticipated lower economic growth, supporting potential Fed rate cuts. Significant capital spending on data centers driven by AI boosts economic outlook. Lingering uncertainty about the Democratic Party’s presidential ticket might increase market volatility. Rick says that long-term investors are advised to avoid emotional reactions to the upcoming election cycle.