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We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics.  We post some of that content to this blog for public viewing.  We hope you find the content useful. 

Alsworth Capital Management - Fourth Quarter 2016 Investor Presentation

Submitted by Alsworth Capital Management, LLC on January 19th, 2017

To see our Market & Portfolio Strategy Review, please click HERE

Client Letter: 2016 Year End Review & Adjustments for 2017

Submitted by Alsworth Capital Management, LLC on January 17th, 2017

2016 Year End Review & Adjustments for 2017

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Client Letter: Ending of 2016 and the Trump Honeymoon Rally

Submitted by Alsworth Capital Management, LLC on December 9th, 2016

As of this writing, the US stock market has continued an upswing following the victory of President-Elect Donald Trump.  The stock market has embraced the notion that the businessman President will be singularly focused on the economy and that he will help drive economic growth.  Just as surprising as the Trump presidential win, was the fact that Republicans took control of both house

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Client Letter: Post Election Thoughts

Submitted by Alsworth Capital Management, LLC on November 16th, 2016

A Recap:  Donald Trump is now the President-Elect, ending an incredibly divisive campaign with the biggest political upset in U.S.

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Alsworth Capital Managment - Third Quarter Investor Presentation

Submitted by Alsworth Capital Management, LLC on November 8th, 2016

To see our Market & Portfolio Strategy Review, please click HERE

Client Letter: Third Quarter 2016 Review – Trump v. Clinton, Will the Markets Get Spooked?

Submitted by Alsworth Capital Management, LLC on October 24th, 2016

As we look back on the last three months, what stands out is how quiet financial markets were during the summer, despite a new government being installed in the United Kingdom (post BREXIT), an unsuccessful coup attempt in Turkey, and despite the circus freak show of a presidential campaign we have been forced to endure.  In September, market fluctuations picked up a bit, but they were spr

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Client Letter: Second Quarter 2016 - Market Review - Self Inflicted Brexit Wounds

Submitted by Alsworth Capital Management, LLC on July 19th, 2016

As the second quarter ended, investors could be forgiven for feeling bruised, battered and knocked around. In the aftermath of the Brexit vote, global financial markets initially hit the panic button only to largely recover later.

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2016 Finger Lakes Tour de Cure

Submitted by Alsworth Capital Management, LLC on May 12th, 2016

Diabetes can be more deadly than breast cancer and AIDS combined. Help me improve the statistics by supporting my participation in Tour de Cure.

MAKE A DONATION TODAY!

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First Quarter 2016 - Market & Portfolio Strategy Review

Submitted by Alsworth Capital Management, LLC on May 5th, 2016

As we review quarterly reports and discuss portfolio positioning, I like to provide some presentation slides highlighting our thinking in a visual format. If you would like to review your personal portfolio please give us a call or email to setup a meeting.

To see our First Quarter 2016 presentation slides, please click HERE

Client Letter: First Quarter 2016 Review – Snap Back Recovery & Adjusting Our Sails

Submitted by Alsworth Capital Management, LLC on April 17th, 2016

Market Review

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Corning, New York
14830 United States

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Advisory services offered through Alsworth Capital Management, LLC, an independent Registered Investment Advisory firm. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Alsworth Capital Management, LLC and Cadaret, Grant & Co., Inc. are separate entities. 

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