Growth & Income Balanced Strategy

A balanced investment strategy is used for clients who require a mix of growth and current income while achieving a desired level of risk and return. Barrett uses fixed income securities to increase income and reduce the volatility of an equity portfolio. In the fixed income market, Barrett emphasizes investment grade bonds and adjusts the term of fixed income depending on the level and expected direction of interest rates. Building a bond portfolio with staggered maturities and interest payment schedules adds additional flexibility. In evaluating both stock and bond holdings, we emphasize a proactive approach to meet changing conditions.