Fixed Income & Balanced Portfolio Strategies
J.W. Burns & Company's philosophy of quality securities carries through to our fixed income and balanced investment portfolios. We are active fixed income managers. Our approach emphasizes individual security selection in high quality, intermediate (2-10 years) maturity bonds to achieve the best combination of safety and income as well as potential capital appreciation.
Our fixed income securities include:
- Government Securities, U.S. Treasury Bills, Notes, Bonds, and U.S. Government Agencies.
- High quality corporate bonds
- Preferred stocks
- Municipal Bonds - general obligations, municipalities, authorities, and other subdivisions of New York State
At J.W. Burns & Company, we recognize that some investors are more risk adverse than others. We work together with our clients to achieve the appropriate asset allocation among stocks, bonds, and cash. The investment process becomes a joint effort with our clients in trying to reach their financial goals.
Copyright 2007 J.W. Burns & Company