Working intimately with clients is a hallmark of the Burnham tradition. Whether you are an individual seeking wealth management services or an entity seeking investment banking guidance, we begin by building a personal relationship to fully understand your priorities and concerns. We pride ourselves on creating a solid foundation that will sustain a long-term, successful partnership.
You can rely on the Burnham Financial team to work together on your behalf. We collaborate on ideas, make introductions and ensure you receive informed, personal service at every turn. Matching individuals’ needs and objectives with appropriate investments and financial strategies is one of the oldest and most successful activities underscoring the reputation of the Burnham name.
Asset Management
Our private asset managers provide original wealth creation ideas that are grounded in distinct long-term strategies matched to specific investment objectives. At all times they remain attentive to day-to-day market shifts, striving to manage risk in your portfolio. As your trusted advisor, they are available to counsel you on the complex issues associated with growing, preserving and transferring wealth to create a legacy that reflects your personal goals.
We offer individuals, families or corporations the choice of total asset management or a traditional brokerage relationship. Accounts may be established as brokerage or advisory to house your personal, self-directed retirement, profit-sharing, trust, estates or corporate funds.
Mutual Funds
Burnham Financial Group advises a family of mutual funds follow the same balanced, comparatively conservative approach to investing that has served the firm and our clients well over the course of the firm’s history. Each fund is designed to take advantage of a specific investment concept or technique. The firm’s mutual funds can be utilized as components of a client portfolio and may be appropriate choices for a defined contribution plan.
Investment Banking
When engaging Burnham’s corporate finance team, you can be assured that one or often two managing directors, each averaging 20-30 years in the industry, are involved in every step. We offer creative structures, navigating the corporate and financial market place to enhance value or liquidity, all aimed at maximizing our client’s outcome. Our deep relationships with industry leaders worldwide ensures opportunities are put in front of decision makers, while our keen understanding of value positions our client’s strengths in the best light. Our solutions are geared to all stages of a company’s financial life: growth capital, build-up, product line extensions, strategic alliances and cross-border expansion, recapitalization and sale.
Past performance is no guarantee of future results.