Balanced Investing

Our balanced investment strategy focuses on managing portfolios to produce a combination of both growth in principal and income.

The term balanced refers to a blend of individual corporate bonds and common stocks that have the characteristic of paying a reasonable dividend with the expectation of rising dividends over time. The weighting of these securities will depend on the available yields among corporate securities and common stocks and the outlook for these securities. The portfolio is actively managed to capitalize on changing financial market conditions.

During periods when the stock market is volatile, the bonds in the portfolio can act as a buffer against short-term swings in equity markets. The portfolio is custom designed for each client based on their financial circumstances and risk tolerance.

Services

With an investment style focused on capital preservation and reasonable income production, our balanced approach, as part of a diversified investment portfolio, offers one of the best ways to ensure a secure financial future.