Further, the stock portion may be long only, short only, or some combination of long and short positions to provide greater flexibility and diversification. The percentage of stocks (long and/or short) will be determined via consultation with the client. Balanced accounts are set up in your own name, as opposed to being "pooled".

The bond portion is managed similar to our bond management process; that is, a laddered, AAA and AA quality approach. A typical balanced portfolio will be well diversified with 20-25 equity securities, and 15-20 individual bond holdings.

For additional information and fee schedule click on Getting Started.