In today’s complex financial world, you need an advisor you can trust, who is honest and dedicated to your best interests. We will work closely with you to help achieve your short-term goals and create a legacy for future generations. In fact, helping individuals with their investments is one of the oldest and most successful endeavors associated with the Burnham name.
Your priorities, not ours
Our approach to active asset management is based on a thorough discovery of your needs and aspirations. We begin by understanding your cash flow and liquidity requirements, tax situation, portfolio constraints and risk tolerance. Then, we nurture a relationship that allows us to really know you, your goals and dreams for your family and your passions for your business and life. With these insights at the forefront, we develop a comprehensive strategy for growing and preserving your assets that is as unique as you are. This includes consulting with you about your social and environmental values, mission or estate/philanthropic goals and spending guidelines as appropriate.
What is a managed account?
Based on your needs, goals and risk-tolerance, assets in managed account portfolios can be allocated among stocks, bonds and cash as appropriate to meeting your long-term goals and tolerance for risk. Your portfolio is continually monitored and adjusted as needed.
Selecting a managed account provides you access to a multitude of investment specialties practiced by one or more Burnham asset managers. Your account manager is readily available to meet with you or converse by phone in addition to conducting regularly scheduled performance reviews. J.P. Morgan Clearing Corp. will custody your assets or you may selecte a third party custodian of your choice.
Managed accounts are appropriate for:
• Managing substantial family or individual assets
• Transferring wealth to future generations
• Integrating philanthropic and investment goals
• Diversifying from a concentrated stock position
• Managing sizeable retirement assets
• Buying or selling a business
• Exercising corporate stock options
• Establishing trusts, foundations and endowments.