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Fixed Income/Balanced Strategies

At J.W. Burns & Company, we recognize that some investors are more risk averse than others. We offer top-tier investment services in the Syracuse area and beyond, working together with our clients to achieve the appropriate asset allocation among stocks, bonds, mutual funds, fixed income ETFs, 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. No matter what stage of life you're in, our investment services firm has the solutions you need to help you reach your financial goals. Whether you're looking for help with retirement or managing a portfolio for your kids, whether through stocks, bonds, mutual funds, or fixed income ETFs, our investment services firm has a package right for your needs