Webinar Highlights: Green Thumb Investing

Is the 60/40 portfolio dead? Check out how we are re-imagining this dated approach.

In our recent webinar, we introduced Green Thumb Investing, the Balanced Portfolio —an approach that redefines the traditional 60/40 portfolio and is designed to help our clients grow wealth by:

• Increasing consistent returns and reducing volatility

• Staying nimble and tactical through all market cycles

• Tailoring portfolios to our clients’ unique goals

We focus on active management to keep portfolios resilient - maintaining our ‘green thumbs’ through every market season.

Watch the full webinar replay.