
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.
Join our Barometer Readings Webcast today at 4PM EST, with hosts Diana Avigdor and James Callahan. Where we will be discussing current market leadership, our portfolio positioning and taking live viewer questions.
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