Webinar Highlights: Green Thumb Investing

Strategic positioning is key in today’s market environment!

Our investment team recently went live to break down why we’re staying strategically invested in productive assets as the core part of all our portfolio’s while maintaining tactical flexibility at the perimeter.

In 2022, that meant taking bond exposure to zero when interest rates were near all-time lows-protecting clients from major drawdowns in “safe” assets like long-term Treasuries.

It’s also why we don’t believe in a “set it and forget it” approach like the traditional 60/40 portfolio. Instead, we actively adapt to changing conditions—and it’s making a difference.

Watch the full replay to learn how our approach is different and why it’s working