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Portfolio Management

At Barron Financial, we specialize in comprehensive portfolio management, and we strive to make it easy to understand for our clients.

Portfolio Management is the signature investment service offered by Barron Financial Group.  This service is ideal for clients seeking a hands-on investment management service from an experienced investment professional.

Portfolio Asset Allocation

Our theory regarding portfolio asset allocation varies based on a client’s selected investment strategy.  The three main themes of these strategies are price valuation, economic cyclicality, and momentum.  With price valuation, we seek to over-weight investments we feel have an attractive valuation and conversely, underweight those with a less attractive valuation.  The economic cycle plays an important role in our allocation process as we interpret the cycle, evaluate where we currently are, and where we expect to go.  Momentum is important because markets can move well beyond normal valuation limits.  These aren’t purely numbers-based decisions as geopolitical considerations can be very influential in our decision-making.

Proprietary Investment Strategies

Barron Financial has developed our own proprietary investment strategies (Capital Preservation, Strategic Allocation, Tactical Allocation, and Active Asset Allocation (AAA)).  All of these strategies are designed to be discretionary, meaning we make trades and adjustments based solely on when we feel the timing is correct.  They also include ongoing rebalancing, which assures the process of selling high and buying low to meet allocation targets.  Accounts frequently managed are brokerages, IRA’s, Corporate accounts, and Trusts.  Finally, to best utilize and coordinate these strategies, we have developed our own portfolio modeling and management software.  This fully integrated platform allows us to manage and adjust investments as market conditions evolve, asset classes shift, or client needs change. Lastly, all Portfolio Management clients have access to our full set of comprehensive financial planning services.

Learn more about our other financial services:  Portfolio Advisor and Retirement Plan Services

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