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J W Burns & Company Investment Counsel Logo

J W Burns & Company Investment Counsel

5789 Widewaters Pkwy, Syracuse, NY 13214

J.W. Burns offers separately managed accounts as part of their wealth management services. These accounts allow for a more customized approach to investing. They offer several types of separately managed accounts:

1. Core Equity Growth: This portfolio consists of high-quality small, mid, and large-cap stocks with a blend of domestic and international exposure. The selection criteria include a 10-year average return on equity of 15% or higher, high discretionary cash flow, consistent earnings and dividend growth, and global brand name franchises.

2. Balanced: The balanced portfolio aims to create a balance between safety and income along with potential capital appreciation. It includes many of the same stocks as the equity growth portfolio but also incorporates cash/fixed income investments specific to the client's situation.

3. Equity Income: This portfolio focuses more on dividend-paying equities designed to increase portfolio income. The investment team looks for high-quality companies with a consistent history of paying and increasing dividends while also considering growth characteristics for both income and capital appreciation.

4. Large-Cap Tax-Exempt Value: Managed by former Cornell Chief Investment Officer Jim Sanderson, this portfolio is designed for tax-exempt accounts with long-term appreciation and growing income objectives. It primarily allocates assets to large-cap equities but also includes mid-cap and small-cap equities that exhibit compelling value in relation to growth characteristics.

These separately managed accounts offer clients in the Central New York area a customized investment strategy tailored to their financial goals and needs.