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.