Balanced Portfolio Management
Blending Management Styles for Your Benefit
We take a tailored approach to structuring your balanced portfolio. As a team, our equity and fixed income managers will analyze the markets and economic conditions and your personal needs to develop the right balance between equity and fixed income to meet your goals and objectives.
Under larger financial firms, the coordination between teams can be cumbersome. Our firm size allows us to work efficiently between teams as your analysts and money managers.
Historically, an equity portfolio is designed to offer growth and income providing greater returns. However, these portfolios can be affected by inherent market volatility. Fixed income portfolios are designed to provide income with reduced volatility. However, traditionally these portfolios have a lower rate of return.
Our balanced portfolio strategy blends these styles together, giving you growth and income through equity management and reduced volatility through fixed income management.
Stocks and bonds are purchased only after we have completed our thorough quality analysis process. We can adjust the strategy to better fit your tax status in addition to the current market cycle. In customizing a balanced portfolio, your goals and objectives drive the decisions we make.