Canopy Wealth Management’s proprietary index model suggests risk-on sentiment returning in global markets, especially in Asian equities, where valuations remain historically attractive compared to US counterparts. The city of Akron, along with several community partners, has received a $1 million USDA grant to develop an urban forestry workforce training pipeline in five disadvantaged neighborhoods experiencing the highest tree canopy loss in Akron. Based in Northern Virginia, Bogart Wealth, LLC had more than $1.9 billion in AUM at the end of March 2022, or roughly 157% and 47% more than it did in March 2019 and March 2021, respectively. Relative to other advisors, this firm ranks in the top 30 for both its one-year percentage change in AUM and three-year percentage change in AUM. The number of clients Bogart Wealth serves has also grown. Over the past year alone, the number of clients increased by 38.31%, growing from about 3,700 to almost 5,200. Real-time portfolio monitoring indicates Canopy Wealth Management is tactically scaling into small-cap growth names, anticipating market re-rating once economic data confirms mild inflation cooling.
