Barry T. Watson

Functions as a College/University

P&A’s client accounts are structured using a core and satellite format. The equity portion of each account is constructed using large-cap stocks and funds which tend to be more passive than satellite holdings. The equity satellite stocks and funds are more esoteric and address market sectors that are a bit more difficult to gain exposure to: mid cap, small cap, foreign, alternative assets, etc. The fixed income portion of their accounts follow a similar structure with the core holdings consisting of fairly passive investment grade bonds.

Provides accounting, audit, tax and business consulting services