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JW Burns offers a range of separately managed accounts as part of their wealth management services. These accounts provide a customized approach to investing and are tailored to meet the specific needs and objectives of clients.
One of their offerings is the Core Equity Growth portfolio, which includes high-quality stocks of small, mid, and large-cap companies with a blend of domestic and international exposure. The portfolio focuses on companies with strong management teams, consistent earnings, dividend growth, and global brand name franchises.
They also offer a Balanced portfolio that aims to strike a balance between safety, income, and potential capital appreciation. This portfolio includes stocks from the equity growth portfolio as well as cash/fixed income investments based on the client's situation.
For those seeking income generation, JW Burns provides an Equity Income portfolio that emphasizes dividend-paying equities. The portfolio is designed to generate both income and capital appreciation by selecting high-quality companies with a history of paying and increasing dividends.
Additionally, they offer the Large-Cap Tax-Exempt Value portfolio, which is specifically designed for tax-exempt accounts with long-term appreciation and growing income objectives. This portfolio primarily consists of large-cap equities with some exposure to mid-cap and small-cap equities.
Overall, JW Burns aims to provide clients in Syracuse with personalized investment strategies that align with their financial goals while managing risk effectively.