| BARNHART INVESTMENT ADVISORY |
| investment management with an eye toward the austrian school of economic thought |
 |
 |
 |
 |
 |
 |
 |
| Regency Towers, 1415 West 22nd Street, Tower Floor, Oak Brook Illinois 60523 (888) 980-4448 (630) 344-6334 |
| _______________________________________________________________________________________________________ |
| Barnhart Investment Advisory is an independent Registered Investment Advisory firm, registered with the State of Illinois. BIA is a proponent of the Austrian School of Economic Thought and believes that current conventional investment and economic wisdom is based on theory that is fundamentally flawed. BIA provides individual investors a unique and customized approach that includes some or all of the following services:
BIA is a fee only advisor and does not take custody of client assets or receive brokerage commissions. |
| BIA Portfolios |
| Copyright © 2009 Barnhart Investment Advisory. All rights reserved. Privacy Statement |
| Copyright © 2009 Barnhart Investment Advisory. All rights reserved. |
| BIA Core Wealth Allocation |
| BIA Global Strategy |
This strategy utilizes an "active" tactical asset
allocation approach to address the core
investment themes and outlook of Barnhart
Investment Advisory.
The primary objective of the BIA Core Wealth
Allocation model portfolio is to protect against the
loss of wealth (defined as purchasing power of
the portfolio), and to pursue prudent growth of the
portfolio's purchasing power.
While the model portfolio is geared toward a
moderate investor, the strategy can be adjusted
and customized on an individual basis to suit any
investor's particular scenario and risk profile.
see report
allocation approach to address the core
investment themes and outlook of Barnhart
Investment Advisory.
The primary objective of the BIA Core Wealth
Allocation model portfolio is to protect against the
loss of wealth (defined as purchasing power of
the portfolio), and to pursue prudent growth of the
portfolio's purchasing power.
While the model portfolio is geared toward a
moderate investor, the strategy can be adjusted
and customized on an individual basis to suit any
investor's particular scenario and risk profile.
see report
This strategy is for investors who are willing to
take on short term aggressive, speculative
positions for an appropriate portion of their overall
investable assets.
The strategy utilizes an active management
approach and engages in shorter term trading
strategies to protect the long term "wealth" of the
portfolio by maintaining and/or growing the
portfolios purchasing power as appropriate.
The portfolio seeks to address the long term
economic and investment themes of BIA by
aggressively pursuing shorter term market
opportunities with concentrated positions and
strategies. To this end the portfolio will primarily
utilize individual stocks and exchange traded
funds to gain exposure to stock, commodity,
currency, fixed income and inverse/short
strategies.
The portfolio will seek to protect capital and limit
losses through the use of position loss limits and
a willingness to convert to and hold cash or short
term treasury ETF's as appropriate.
see report
take on short term aggressive, speculative
positions for an appropriate portion of their overall
investable assets.
The strategy utilizes an active management
approach and engages in shorter term trading
strategies to protect the long term "wealth" of the
portfolio by maintaining and/or growing the
portfolios purchasing power as appropriate.
The portfolio seeks to address the long term
economic and investment themes of BIA by
aggressively pursuing shorter term market
opportunities with concentrated positions and
strategies. To this end the portfolio will primarily
utilize individual stocks and exchange traded
funds to gain exposure to stock, commodity,
currency, fixed income and inverse/short
strategies.
The portfolio will seek to protect capital and limit
losses through the use of position loss limits and
a willingness to convert to and hold cash or short
term treasury ETF's as appropriate.
see report