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 portfolio management service from an experienced investment professional.

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.

Barron Financial has developed our own proprietary investment strategies (Capital Preservation, Strategic Allocation, Tactical Allocation, and Active Asset Allocation (AAA)).  And to best utilize and coordinate the 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 or client needs change. We also add-in, or change, investment strategies as they are developed or needs change.

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

Interested in speaking with an advisor?  Contact us and schedule a complimentary portfolio review today.