Investment Strategies

Equity Strategy Overview
Core Growth Strategy
Focus Strategy
Equity Enhanced ETF Model
Risks to Brady Investment Counsel LLC Equity Strategies

Balanced Strategy Overview
Moderate Balance
Conservative Balance
Fixed Income
Risks to Brady Investment Counsel LLC Balanced Strategies

Conservative Balanced Strategy Overview

Objectives: The Brady Investment Counsel Conservative Balanced Strategy seeks regular income, low principal volatility and some opportunity for capital and income growth at an average long term rate greater than inflation.

Strategy: Our Conservative Balanced Strategy invests in a mix of equity and fixed income securities. Equity securities are included to add the potential of long term principal and income growth. Fixed income investments provide regular income and portfolio stability. The balance between equity and fixed income depends on client investment objective and risk tolerance.

Equities investments can range from 10%-50% of the portfolio. The remainder of the portfolio is invested in high quality fixed income securities and cash. Our equity investments are designed to meet individual client needs. Equity selection is based on the Brady Investment Counsel Core Growth Strategy. We can also use mutual funds and/or exchange traded funds (ETFs) for investors who are not comfortable with individual company investments.

Fixed income investments are made in high quality individual securities, mutual funds and/or ETFs. Our fixed income investments represent our best thinking on the future direction of rates.

The Conservative Balanced Strategy is Appropriate for: institutions, foundations and individuals seeking low portfolio volatility while achieving long- term growth of principal and income at or above the rate of inflation. The typical investor is risk averse.

Investment Strategies

Equity Strategy Overview Core Growth Strategy Focus Strategy Equity Enhanced ETF Model Risks to Brady Investment Counsel LLC Equity Strategies Balanced Strategy Overview Moderate Balance Conservative Balance Fixed Income Risks to Brady Investment Counsel LLC Balanced Strategies

Also View Our:Moderate BalanceFixed IncomeRisks to Brady Investment Counsel LLC Balanced Strategies

Equity Strategy Overview
Core Growth Strategy
Focus Strategy
Equity Enhanced ETF Model
Risks to Brady Investment Counsel LLC Equity Strategies

Balanced Strategy Overview
Moderate Balance
Conservative Balance
Fixed Income
Risks to Brady Investment Counsel LLC Balanced Strategies

Also View Our:
Moderate Balance
Fixed Income
Risks to Brady Investment Counsel LLC Balanced Strategies