It’s not just about the money. And your financial portfolio is not just a collection of securities and accounts. It is an investment that you’re counting on to help you achieve your life’s goals.
Too often, we see individuals who have “collected” accounts over the course of their lifetime, and after reflection find they don’t have a clear understanding of what investments they have or how they factor into their long range goals. The financial professionals of Burnham Gibson work with you to construct a portfolio based on your specific needs and objectives with a focus on risk mitigation.
With our three-step consultative process, we provide a highly personalized investment strategy based on the disciplines of asset allocation and diversification. Once we have determined the best allocation to meet your cash flow and accumulation goals, we construct a portfolio based on our disciplined methodology of evaluating investment managers. Using a combination of institutional management, separate accounts, mutual funds, alternative investments and exchange traded funds, we are able to provide a highly customized investment strategy that is managed with you in mind.
Burnham Gibson wealth management clients receive the following services and benefits:
Since you’ve worked very hard for your money, your money should work very hard for you. Burnham Gibson assures that it will, by being proactive and providing a personalized focus that will get you closer to realizing your financial goals.