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Fixed Income/Balanced Strategies

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 in accordance with their specific situation. The investment process becomes a joint effort with our clients in trying to reach their financial goals. Our fixed income process is simple; centered around diversified, low-cost fixed income ETF's and Mutual Funds. Some holdings include:

Together, J.W. Burns & Company will work with you to determine not only the appropriate asset allocation for your specific situation, but also what fixed income funds may be more appropriate for you based on your income and cash flow needs.