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Fixed Income/Balanced Strategies

J.W. Burns & Company's philosophy of quality securities carries through to our fixed income and balanced investment portfolios. Our approach emphasizes individual security selection in high-quality intermediate (2–10 years) maturity bonds to achieve the best combination of safety and income as well as potential capital appreciation.

Our fixed income securities include:

At J.W. Burns & Company, we recognize that some investors are more risk adverse than others. We work together with our clients to achieve the appropriate asset allocation among stocks, bonds, and cash. The investment process becomes a joint effort with our clients in trying to reach their financial goals.