Burnside and Co.
We are an investment advisory firm that manages stock and bond portfolios on our client's behalf. In addition, we empower the Net Worth Fusion™ platform.
Burnside and Co. adds value by being strict and unrelenting during volatile market environments. All too often, time and hysteria can cause both individual investors and fainthearted professional advisors to lose focus and overreact.
Cost has an inverse relationship to performance. Study after study shows an investor can’t “pay” a manger to outperform the market in the long-term. Therefore, the goal should be to reduce costs and work hard not to under-perform. Underperformance is a real threat to long-term success.
Hiring an advisor doesn't mean not paying attention. Full disclosure and efficient description of processes at Burnside and Co. is a high priority. This includes daily access to investment performance, cost-of-investing models, and personal conversations with our clients.
Burnside and Co. is a registered investment advisor in the state of Oregon. As a small boutique firm since 2004, we have solidified our disciplined, low cost, and transparent investment strategy. Going forward, Burnside is transitioning into a growth company that empowers individuals to build and maintain a substantial net worth.