
Tactical, multi-asset wealth management and planning for families, foundations, and endowment funds.

Our Disciplined Leadership Approach™ allows us to objectively manage client portfolios through all market conditions.

Everyday we assess market risks, and identify market leadership through our top-down methodology.

Our bottom-up method is designed to proactively identify leading companies across all sectors of the market.
The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings.
























Timely insights on market leadership and positioning, every Tuesday at 4PM.
Decision time...In previous bull markets, senior gold and silver miners corrected 35-40% to the 50 week MA in the first leg higher.
After 3-4 months they likely have a second wave higher but you probably should be clear about your strategy. If you are a long term holder, be
Earnings season in action: Celestica slid despite strong results, Meta gained on guidance, and Tesla remains driven by AI and robotics expectations. Markets are watching how capex turns into returns.