We employ portfolio construction techniques that allow us
to manage risk without sacrificing return potential.
INDIVIDUAL SERVICES
INSTITUTIONAL SERVICES
CORPORATE SERVICES
Welcome to Armbruster Capital Management
Meet Tarryn… As the person who handles operations, 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
Integrity
Integrity
Security
Security
Authentic Investing
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.
Straight Shooters
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
Portfolio Review – Q2 2019 Newsletter
The second quarter was another strong period for stocks, and surprisingly strong for bonds. Large-cap stocks, as represented by the S&P 500, led the way with a gain of 4.3%. Mid-cap, small-cap, and international stocks all generated respectable returns, but lagged the S&P 500.
Challenging Times Ahead – Q2 2019 Newsletter
A year and a half ago, we wrote articles on how the economy could continue to grow for three more years and the stock market could increase 30% from March 2018. We based our stock market forecast on valuations, despite the fact that many thought stocks were already overvalued.
Firm News – Q2 2019 Newsletter
A year and a half ago, we wrote articles on how the economy could continue to grow for three more years and the stock market could increase 30% from March 2018. We based our stock market forecast on valuations, despite the fact that many thought stocks were already overvalued.
Prospect of Lean Returns For Stocks, Bonds Suggest Getting Creative
Most investors have a mix of stocks and bonds in their portfolios. Stocks are there for long-term growth, whereas bonds are generally purchased for stability and income generation. This has worked out pretty well historically, as stock returns averaged over 10 percent annually since the 1920s, and bonds have yielded over 5 percent, according to Ibbotson data. A balanced portfolio of 60 percent in stocks and 40 percent in bonds has become the de facto standard for many investment portfolios, as the returns have been substantial enough to meet most investors’ returns, while keeping risk in check.
At This Stage of Economic Expansion, Is It Like 1996 or 1999
In a recent interview with CNBC, famed investor Warren Buffett marveled at the current economic environment. He not¬ed that unemployment is at multi-decade lows and the federal budget deficit is at an all-time high, yet inflation and interest rates are historically low. No economics textbook, in Buffett’s estimation, could have predicted such an environment.
Buy-and-rebalance Approach Best Course for Long-term Wealth
The current economic expansion is now 117 months old. Looking at data that goes back to 1854, this is just shy of the record 120-month expansion that occurred from 1991 to 2001. It seems likely we’ll soon exceed the prior record, but how long can the economy continue to grow, and how long can the stock market continue its associated bull run?