FineMark

JANUARY 20, 2023

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

JANUARY 17, 2024

Due to the high degree of customization FineMark provides, these views won’t be uniformly expressed in every portfolio. FIGURE 5 Source: FineMark National Bank & Trust Note : These are our current, broad views on the major asset classes employed in family allocations. We look forward to seeing you soon!

S&P 52

S&P Equities Valuation Investment 52

FineMark

APRIL 13, 2023

To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. Again, it’s important to note that FineMark client portfolios are customized to suit each unique financial situation; therefore, these views may not be implemented in every portfolio in the same way.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JULY 13, 2023

Note : While these views won’t be uniformly expressed in every portfolio due to the high degree of customization FineMark provides, these are our current, broad views on the major asset classes employed in family allocations. We look forward to serving you and your family whenever needed, now and in the future.

S&P 52

S&P Bank Banking Investment 52