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Our Strategy

Nothing is more constant than change.
Heraclitus, 535BC

Every portfolio manager has an underlying philosophy that guides his or her investment strategy. Our beliefs are that markets are efficient. We are not beholden to any one strategy ie. Value, growth, momentum etc... Our strategy tries to minimize rigid thinking of the markets, in other words we are open to adapting to market changes therefore improving out chances for success. Barons Financial Strategies' goal is to provide our clients the market returns and expose them to new and innovative markets ideas. If your portfolio is driven principally by how you view the market, you may underperform because of preconceived ideas. We strive to eliminate this!

How We Do This

Hybrid portfolio structure-combination of common stock and ETFs

Using a team approach, passive & active investment styles

Market returns with exposure to the most exciting parts of the market

Core holdings with satellites exposure

Portfolio Design

Portfolio Design

  • Every portfolio can be customized to the client’s risk tolerance to achieve their needs and goals.
  • S&P 500 sector exposure thru common stocks
  • US T-Bills short term 1-2 years
  • Cash
  • Areas where er see potential
  • We believe we are on the brink if many new and innovative ideas and providing exposure to these ideas is important.

Some Thoughts

We believe active management is back and will become a crucial part of asset/risk management
ETF/ Passive investing based on the lowest fees is no guarantee of future results
Many factors can affect total returns for clients (ie: taxes & volatility). We try to be mindful of this as they may become more important in the future.

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