Balanced Strategy



“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.”Warren Buffett

Strategy Highlights


Guardian’s Balanced Strategy’s objective is to achieve a blend of capital appreciation and current income by investing in a mix of stocks and bonds. The portfolio consists of individual stocks that are considered undervalued by the market and exhibit a track record of consistant dividend growth. The portfolio’s bond allocation consists primarily of short and intermediate term corporate and municipal debt with investment grade credit ratings. Portfolios are allocated 50-70% to domestically traded equity markets and 30-50% to domestically traded fixed income markets. The allocation may include preferred stocks, REITs, and MLPs.


Asset Class: Balanced No. of Holdings: 30-35
Style: Moderate Allocation Max Position Size: 6%
Benchmark: Morningstar Mod. Tgt. Risk Index Sector Constraint: 25%
Inception Date: May 31, 1976 Creation Date: December 31, 2011

Guardian Investment Management claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared performance reports in compliance with the GIPS standards. Guardian Investment Management has been independently verified for the period of January 1, 2012 through December 31, 2016. Performance reports are available upon request.

Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.


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