Brady
Investment
Counsel, LLC.
0S277 Kellar Square
Geneva, Illinois
60134-5308
Tel - 630.845.1125
Fax - 630.845.3397
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
Balanced Portfolio Strategy Overview
| Moderate Balance | Conservative Balance | Fixed Income | |
|---|---|---|---|
| Volatility Relative to Stock Market | Below Average | Low | Very Low |
| Objective | Capital appreciation of principal and long-term income growth | Grow portfolio real purchasing power. Hedge inflation. Moderate capital appreciation and long-term income growth | Stability of principal. Generate current income. |
| Strategy | Invest 50%-90% in Brady Investment Counsel LLC Core Growth Strategy, a diversified portfolio of common stocks, mutual funds and/or ETFs. Invest 10%-50% in high-quality fixed income mutual funds or ETFs. Balance growth/risk characteristics with our proprietary investment valuation model. | Invest 50%-80% in high quality fixed income portfolio of mutual funds or ETFs. Invest 20%-50% in Brady Investment Counsel LLC Core Growth Strategy, diversified equity portfolio of stocks, mutual funds and/or ETFs depending on client risk preference. | Invest in highest quality portfolio of fixed securities, funds or ETFs. A maximum of 10% can be invested in dividend-paying growth stocks. Portfolio aligns client risk tolerance with current their income needs. |
| Advisory Fees [1] | 0.50% | 0.50% | 0.50% |
| Target Turnover Range [2] | 20%-40% | 20%-40% | 10%-20% |
| Long-Term Benchmarks | 60%/40% S&P 500/Barclays Capital U.S. Aggregate Bond Index | R30%/70% S&P 500/Barclays Capital U.S. Aggregate Bond Index | Barclays Capital U.S. Aggregate Bond Index |
[1] Advisory fees vary based on assets under management. Fee break points can occur for accounts greater than $25 million. Fee premiums can be added to accounts with assets below $1.0 million.
[2] Turnover can vary significantly from year to year depending on market conditions and/or investment opportunities.
Also View Our:
Moderate Balance
Conservative Balance
Fixed Income
Risks to Brady Investment Counsel LLC Balanced Strategies
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