We employ portfolio construction techniques that allow us
to manage risk without sacrificing return potential.
Welcome to Armbruster Capital Management
Meet Tarryn… She is likely to be the first person you’ll talk to at Armbruster Capital Management. Tarryn will assess your needs and direct you to the person who can assist you most effectively and efficiently. Stop by the office, and meet her in person.
Exceptional Client Service
Exceptional Client Service
The true essence of investing is not what you hear from the financial media or in the marketing campaigns from large Wall Street firms. Aggressive trading and hot stock tips generally result in losses or sub-par investment gains. Rather, real investing is about discipline, patience, and smart, deliberate strategies. We strip away the hype and focus on what is real.
Armbrust is a German word meaning “crossbow”. In medieval times, an armbruster was an archer or soldier armed with a crossbow. We don’t find much use for crossbows in our current occupation, but just like our ancestors, we aim to be straight shooters in all our dealings.
News & Education
The rally in investment assets continued in the second quarter of 2017. All major asset classes earned positive returns for the quarter, and most have posted very strong returns year-to-date.
We’ve been getting a lot of questions about our alternative investments recently, so we thought we would introduce a new, at least quasi-regular, column in our newsletter focusing on this asset class. We’ll talk this time about why we use alternative investments, but in the future, we’ll do a deeper review of some of the funds.
We recently added a new team member. Craig Julien joined us in early June to help us with our systems, operations, and IT. Craig has a couple decades of experience in the IT industry, most recently with the accounting firm EFPR Group. Accordingly, Craig knows firsthand about data security and the importance of confidentiality in the financial industry. He’s already done a great job of tweaking our systems so they are more efficient and user friendly, and we’re looking forward to some enhancements that will make electronic account access easier for our clients as well.
Several years ago, I worked with an investment adviser who did not like to show investment performance to his clients. In fact, he never even calculated returns for his managed accounts. He really had no idea or interest in how he was performing, and certainly did not want his clients questioning him about their returns.
Back in 1970, Edwin Starr released a recording of the song “War.” The notable lyrics, “war/what is it good for/ absolutely nothing,” have been quoted often in the 40 years since. However, contrary to Starr’s lines, it turns out there may be one thing that war is indeed good for: the stock market.
Last year was a year of surprises. Sure the Chicago Cubs won the World Series for the first time in 108 years, Brad Pitt and Angelina Jolie announced that they are dissolving their marriage, but I’m talking about more interesting topics, like those that impacted the capital markets.