WHAT WE DO
We base our planning process on years of learning from other industries and listening to what our clients need from us. We call our planning process WARC, which stands for:
• Results Review, and;
Just as a barn need a firm foundation, our plans rely on your strengths and your vision of who you want to be and where you want to go.
Our actions plans---done in concert with you---rely on milestones that help us to know early if we need a course correction. We weave in contingencies so you have the bandwidth to take advantage of unexpected opportunities.
Process and Planning
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IL, MN, MT, VA, WA, WI.
We serve as investment fiduciaries who are required to act in your best interest. When suitable, we use discretionary accounts that you, Red Barn Advisors, and LPL agree upon ahead of time so we aren’t constantly bothering you with details of each investment decision.
We believe that there is no management style that always outperforms its peers. Our goal is to get you a targeted rate of return, over time. In seeking to do this, we follow the momentum- based model, which we created. This means that we want you to own more of the lucrative investments; and, fewer of the investments that will struggle in the near term. Recent investment returns to help guide us.
We will typically focus on Large and Small U.S. stocks, cash or cash equivalents, and bonds. We will help clients invest in International and Emerging Market stocks.
What we do:
On the first business day of each month, we add the previous month’s performance to our formula. This helps us determine if we want to buy, sell, or hold the amount of stocks, bonds, and cash. We also review each individual investment selection, and find investments that we believed will outperform their peers in the near term and will score well on an ESG (Environment, Social, and Governance) scorecard. Put another way, we try to pick investments that perform well and look out for the world we live in.
Past performance is no guarantee of future results. No strategy assures success or protects against loss.