The investment world is constantly growing in complexity, giving investors a wide array of choices when building an investment portfolio. Our personal account representatives work closely with you to fully understand your goals, objectives and expectations. We pay close attention to your tolerance for risk at the same time in order to build an investment portfolio that is right for you.
Our investment recommendations are based on our own research, coupled with years of money management experience. Our representatives are “idea-people,” striving to find unique opportunities that will work for you. They are part of the entire Burnham team, a firm that has been involved in investment management for decades.
Our personal account representatives offer a range of services that exceed that of popular discount brokerages. Our relationships are built on working with you to find answers to the tough questions about your money so you can plan appropriately for the future.
We are available every step of the way, whether it’s suggesting specific buys and sells for your portfolio based on our ongoing, in-depth research, answering your questions on strategies to navigate difficult markets or advising you on retirement planning for your future.
Burnham Securities Inc. is registered in all fifty states. We are a correspondent firm of J.P. Morgan Clearing Corp.