Representative Holdings

 

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

 

We also augment our individual stock picks with Exchange Traded Index Funds, such as:

 

  • Vanguard Dividend Appreciation ETF
  • MSCI EAFE Small Cap ETF
  • Vanguard REIT ETF
  • iShares Preferred Stock ETF
  • iShares NASDAQ Biotechnology ETF

 

The result is our clients have an appropriately diversified, refined, high-quality portfolio positioned for increasing wealth and dividend income.  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.

"If you don't have the stomach to buy stocks when the stock market is in free-fall and dire predictions are all about, you shouldn't be in this business."

 

James Burns, CFA

President and CIO

J.W. Burns & Company