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Investment Management

Our investment advisory process begins with an understanding of your goals and objectives as well as your cash flow needs, risk tolerance and time horizon.
Our services include diagnostic review of current holdings, investment policy development, customized asset allocation, manager selection, and tactical
adjustments and rebalancing. 

Our investment philosophy is driven by these core principles:

  • Diversification – Exposing your portfolio to a broad range of investment classes helps it positively perform in a variety of market environments.
  • Strategic Asset Allocation – Designed to help grow and protect your wealth through long-term, risk-adjusted returns, consistent with your goals and tolerance for risk.
  • Active Asset Allocation – Enabling you to take advantage of changing market dynamics and economic conditions.

You benefit from the insights and leadership of Barnum Wealth’s Investment Committee, led by our Investment Specialist Christopher Holland.The committee includes representatives from some of the largest, most successful asset management companies in the world including Blackrock, J. P. Morgan, MFS, and PIMCO.

We provide an ongoing review of each portfolio including rebalancing a portfolio’s asset allocation or holdings as risk tolerance and economic cycles change.
Barnum Wealth Management’s Investment Process.