Investments
At Birch Hill, we develop allocation targets for growth and income investments appropriate for your investment strategy.
We manage portfolios with three broad approaches:
- Capital Preservation/Below Average Risk
- Core Growth/Average Risk
- High Growth/Above Average Risk
We employ strategies to manage taxable portfolios tax-efficiently. We primarily buy individual securities but will occasionally use exchange traded funds, actively managed mutual funds and index funds.
Equities for Growth
We select growth investments based on their fundamental prospects for long-term growth and attractive current valuations.
Categories of our Growth Investments include:
- Domestic Company Equities
- Global Company Equities
- Commodities
- International Developed Market Equities
- International Emerging Market Equities
Bonds for Income
We select income-oriented investments for current income and diversification.
Categories of our Income Investments include:
- Higher-quality Government, Agency and Corporate Bonds
- Preferred Stocks
- Convertible Securities
- High Yield Bond Funds
- Real Estate Investment Trusts
Other Securities
Where appropriate, we may also use real estate partnerships, hedge funds, private equity and venture capital.
