Investments

The key to effectively managing your investment assets is done by creating, maintaining and monitoring a diversified and flexible investment portfolio that will work for you and your family in the months and years to come.  
 
At Barton Spector Wealth Strategies, we offer access to and employ the following investment vehicles when designing our “Reality-Based Investing” customized investment portfolio:
  • Unit Investment Trusts (UITs)
  • Exchange Traded Funds and Equities
  • Municipal, Corporate and Government Bonds
  • Variable, Fixed, and Indexed Annuities
  • Private Equity and Limited Partnerships
  • Real Estate Investment Trusts (REITs)
  • Structured Notes and Market-Linked CDs
  • Life, Long-term Care and Disability Insurance
  • College Planning and 529s
  • Separately Managed Accounts
  • Cash Management Strategies
 
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.