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Assisting individuals with their investments is one of the oldest and most successful
activities associated with the Burnham name. We offer two basic types of accounts for
our individual clients: asset management and traditional brokerage. Either one can be
established as a regular, discretionary, or advisory account. Types of accounts include
personal accounts, self-directed retirement accounts, profit-sharing accounts, trusts,
estates, and corporations.
A S S E T M A N A G E M E N T A C C O U N T S
Asset management accounts are structured to meet specific client objectives. These
accounts often involve establishing an allocation among stocks, bonds, and cash that is
monitored and adjusted over time. An asset management account can allow investors
to tap the particular investment specialties of one or more Burnham asset managers,
and can be held at a third party custodian of the client's choice. Clients enjoy open
access to their account manager, and may schedule consultations when desired. Each
account receives regular performance reviews.
B R O K E R A G E A C C O U N T S
Brokerage accounts can be a logical choice for individuals who prefer the traditional commission-based relationship with a personal account executive. The brokerage arm of the Burnham Financial Group is registered in all states and currently serves over 5,000 clients. Bear Stearns Securities Corp. is our clearing agent.
P r o p r i e t a r y R e s e a r c h
Even with all the research available today, we've found that there is no substitute for in house analysis of selected securities and industries. Burnham analysts regularly attend research conferences and analyst meetings, and also meet directly with senior corporate
executives. Their work is available to all Burnham account executives, asset managers, and clients. In addition, the firm receives secondary source research from many major Wall Street brokerage houses. This broad-based coverage allows our analysts to cull ideas from many sources and provides an indication of how other analysts view the subjects of our in-house research.
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