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
ETF Strategy Overview
Objectives: The ETF Strategy seeks long-term capital appreciation and investment income growth both at rates faster than those of the general markets.
Strategy: The ETF Strategy invests in the market sectors that have the greatest 3-to-5 year risk-adjusted total return potential. Investments are made in passively managed index funds with low expense ratios. Sector calls can be very broad, such as favoring large cap stocks over small caps, or can be more specific, such as favoring the technology sector over energy. We attempt to keep investor expenses low by keeping turnover low and by being mindful of the tax implications of our trading. To enhance the strategy's risk-adjusted return, we will from time to time add one or two of our highest conviction individual holdings from either the Core or Focus portfolios.
The ETF Strategy is Appropriate for:The ETF Strategy is designed for investors who desire exposure to our market sector calls. The typical ETF investor understand the importance of exposure to equities in order to meet long-term investment growth objectives but is not comfortable with the volatility that individual common stocks can carry
Sector Weightings (12/31/07):
| Sector | Weight |
|---|---|
| U.S. Equities | 45% |
| U.S. Large-Cap Growth | 10% |
| U.S. Small-Cap Value | 5% |
| Financials | 5% |
| Consumer Discretionary | 5% |
| Gloabal, ex U.S. | 20% |
| Individual Stocks | 10% |
Also View Our:
Core Growth Strategy
Focus Strategy
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