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Our business is to offer top-quality financial services and
expertise to a select group of institutions, companies, and individuals.
Our capabilities extend from asset management and
brokerage services to corporate finance, securities underwriting,
and mutual fund administration and distribution. We choose
our clients and our team members with equal care, seeking to
ensure that our work meets the highest standards.
O U R T E A M
All of our team members are accomplished and experienced in their
disciplines. The firm is proud of its ability to attract and retain seasoned
professionals in each of its areas of expertise. Our leaders have extensive
ties to the business and investment communities. The firm's operations
are structured to allow every client direct access to senior professionals.
O U R H E R I T A G E
Our background in financial services goes back more than sixty years,
to the founding of Burnham and Company in 1935 by the legendary
I.W. Burnham, II. Over the following decades, the Burnham name
earned wide respect in financial circles, while the business became
well known for its growing range of capabilities. The current firm,
founded in 1989, carries forward the Burnham tradition of combining
honesty and commitment with enterprise and innovation.
O U R R A N G E O F S E R V I C E S
The broad scope of financial services available from the Burnham
Financial Group reflects our depth of knowledge and experience. All
of our officers and senior managers are distinguished financial professionals
at the time they join the firm. Many have credentials that
encompass several disciplines. The result is an elite team of highly
motivated and capable individuals who bring an unusually sophisticated
level of insight to their work.
The services described in this brochure are available individually or
in combination. Our size and flexibility allow us to offer truly personal
service that is customized to each client's particular objectives.
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