Stocks, also known as equities, represent a small portion of ownership in a company. They are a component of most investment portfolios primarily because investing and trading stocks has the potential to deliver greater returns. However, due to the unpredictability of the market, this type of investing also comes with significant risk.

When you buy a stock, you’re purchasing a small piece of a company. 

At Barnum, our professional advisors can design an investment strategy that honors your risk tolerance as well as your return preferences. We’ll explain how to enhance your stock portfolio and regularly make recommendations to help you achieve your financial goals. And when you’re ready to branch out into bonds, mutual funds and annuities, we can advise you there as well.

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Whether you want to balance risk within your portfolio or establish a steady income stream, bonds may be the answer.

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Special Needs Trusts

Care for loved ones with special needs, even after you are no longer with them.

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These are investment products which may help you increase savings, protect your assets, or generate income.

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