Our balanced account portfolio strategy is a combination of our Core Equity and Core Fixed Income styles.
We create portfolios that strive to produce income and capital appreciation to meet current income needs while also providing opportunities for growth to protect against inflation.
Periodic re-balancing to investment policy statement guidelines takes advantage of the opportunity provided by market fluctuations.
The typical balanced account has an asset allocation mix of 60% stocks and 40% bonds. However, this mix is entirely your choice and based on such things as your risk tolerance and time horizon, among others. We will help you every step of the way to find an asset mix that you are comfortable with and that has the best chance of meeting your goals.