Burgess Chambers & Associates provides institutional investment consulting, portfolio manager recommendations, and discretionary portfolio management. The firm helps clients identify return and risk objectives, determines optimal asset allocations using mean-variance models, and prepares investment policy statements. Burgess Chambers & Associates also assists employee benefit plans and participants with advisory services under federal retirement plan rules. Portfolios are monitored quarterly for compliance, performance, and style drift. The firm offers advice on various asset classes including equity securities, corporate debt, commercial paper, certificates of deposit, municipal securities, investment company securities, United States government securities, private real estate, private equity, and private credit.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.