Jeff Heasley

BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.

Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities.

Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities.