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
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.
Standard & Poor’s recently released its biannual study of mutual fund performance. S&P looks at the performance of actively-managed mutual funds versus appropriate stock market indices to see if the funds, as a group, added value for their investors.
The first quarter of 2017 was a solid one for stock investors. Large-cap stocks rose over 6.0% in the quarter, as measured by the returns of the S&P 500 index. Historically, election years and the first year of a Presidential term are the strongest for stocks, and 2017 is shaping up to follow the historic pattern.
It is conference season, which means we’ve been on the road lately meeting with fund companies and hearing about their latest research. One point that virtually everyone is making these days is that traditional asset classes (stocks and bonds) are richly valued, and likely won’t generate the same level of returns in the future that we have experienced historically.