Burgess Investment Management And Research Inc.

Overview

Burgess Investment Management And Research Inc. is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates primarily on a discretionary basis, indicating portfolio decisions are typically made by the adviser rather than the client. Its client base is individual and family-oriented; the firm is not positioned as a pension consultant, multi-state adviser, or ESG specialist. Investment activity centers on pooled public vehicles rather than large allocations to direct securities. The firm's filings show a clear preference for mutual funds and other public funds as building blocks for client portfolios, with separately managed accounts (SMA) and other account structures used as appropriate. There is no indication the firm runs an internal capital allocator model or maintains a related adviser structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices