
Q3 2026 Market Recap & Q4 Outlook: Rates, Oil and the Midterms
In 3Q26 the S&P 500 hit a record high as oil topped $100, the Fed hiked rates, and the 10yr
We design strategies aligned with your goals, risk tolerance, and family priorities.
By combining public markets with private opportunities and alternatives, we create resilient portfolios that adapt, preserve wealth, and support your long-term vision.
Our investment process is intentional and rigorous, designed to adapt as markets evolve and client needs shift. Every portfolio is built with a clear framework, but managed dynamically to respond to changing conditions.
We continuously monitor markets and economic signals, making thoughtful adjustments to capture opportunities and reduce risk. This discipline allows us to preserve capital in challenging environments while positioning families to benefit when conditions improve.
As fiduciary partners, we align our interests with yours, often co-investing alongside the families we serve. By combining transparency, conviction, and a client-first mindset, we ensure every decision is made with one purpose: advancing your long-term goals

We build portfolios that look different because your wealth requires more than conventional solutions.
Our approach combines equities and fixed income with private equity, venture capital, private debt, and real assets. By intentionally integrating these alternative strategies, we diversify sources of return, generate more reliable cash flows, and minimize the impact of market drawdowns. The result is a portfolio designed to preserve capital, perform consistently, and sustain wealth across generations.



In 3Q26 the S&P 500 hit a record high as oil topped $100, the Fed hiked rates, and the 10yr

What the 2026 Midterms Could Mean for the Stock Market: Record valuations, rising rates and election disputes could spark a

Trump Accounts hand business owners two separate decisions. See who can actually participate under the Section 128 employer rules, and

Headed into year-end here are ten moves founders and business owners should review before December 31, including charitable, Roth, SALT