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Representative Holdings

We augment the individual stock picks from our investment advisory firm with exchange traded funds (ETFs) in order to reach broader areas of the market, like international and small cap stocks. For clients who require more income and defense, we also use diversified bond funds and ETFs. Some examples are below:

While there are absolutely no guarantees in investing, our clients know they have a portfolio they understand and their individual investments are of the highest quality.

The below image shows just a small sampling of the companies J.W. Burns & Company clients have in their portfolios.