Grey Ledge Advisors Wealth Management

Mid-Year Market Commentary

Brant Walker, our Chief Investment Strategist addresses mid-year financial markets.
Download the article here: Mid-Year Market Commentary, or read it on our blog.

Investment Outlook for 2022

We believe there are currently five major economic trends reflected in asset prices, about which investors should have an understanding or some perspective. We believe these trends are intimately related and feed into one another through both intended, and unintended, consequences. Read more about these trends here by clicking on this link!

News & Insights

Grey Ledge Advisors RAMP portfolio Review 6/30/2022

RAMP Conservative Portfolio

The conservative portfolio is the most risk averse of the four RAMP platforms. The asset allocation approximates 55% fixed income, 40% common stocks and 5% gold. The year-to-date total return for the portfolio is minus 10.6%. The S&P 500 stock index is down 21% this year and the Barclay’s aggregate bond index (a high- quality bond index owning bonds maturing from five to ten years) is down 11%. The RAMP conservative portfolio has fared slightly better than the Barclay’s aggregate index despite having 40% in common stocks. Due to the conservative nature of this portfolio...

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Communities We Serve

Individual Investors

As a fiduciary, we are more than just advisors. We are your partner in growing your future.
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Veterinarians

Asset management and retirement solutions for veterinary practices.
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Business Solutions

We help businesses grow and thrive, which allows you to focus on what you do best - taking care of your customers.
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Credit Unions

With our extensive credit union experience, our expertise is your secret advantage.
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About Grey Ledge Advisors

Your financial well-being is our mission and we take the time to assist you in defining your financial goals and priorities. Whether that’s to fund a financially independent retirement, realize the fruits of your philanthropic endeavors, provide ongoing support for loved ones or stretch your personal horizons and experiences; we’ll be with you at each step of the journey. If you’re considering, or experiencing, a significant life event; retirement, divorce, the sale of a company, or the passing of a loved one, we have the experience that can help you. Only by first understanding your unique financial and personal circumstances can we create a financial course of action that will serve as the focal point to accomplishing your goals.