Investment Organization

Investing at Burnside and Company is designed to be both disciplined and efficient. We utilize world-class models built by some of the best asset managers in finance. In addition, we can create custom portfolios for personal preferences or low-cost basis situations. But we are always using professionally built models as our guide.

Investment Risk Measurment

Burnside utilizes best-of-breed software to measure our client's risk tolerance numbers and to track risk measurements in their investment portfolios.

Investment Policy Statement

All clients get an Investment Policy Statement (IPS). Its purpose is to provide general investment goals and objectives and describe strategies a manager should employ to meet these objectives.

Our philosophy is that an IPS should be detailed enough so that anyone with financial competency can employ it but not so detailed that it becomes impractical.

Performance and Other Investment Reports

It is essential to understand what is going on in your investment accounts. First, you want to ensure you are on track to meet your goals. Second, you want to look for potential risks both operationally and strategically.

At Burnside and Company, watching over your accounts is a big part of our Financial Stewardship services.