Our Services
We focus on building long-term relationships with our clients who we understand as individuals, and strive to bring creative and innovative solutions to their unique problems – one at a time.
Discovery
We take the time to thoroughly understand your goals and constraints through a series of meetings. We’ll speak with your family members, accountants and review business records.
Planning
Once we clearly understand your objectives, we develop a strategy that is right for your unique situation and broader financial position.
Tailored
We create a bespoke, tailored investment policy statement to control risk parameters and set the path.
Tax Efficient Portfolios
Our tailored solutions seek to maximize total returns while minimizing tax as a drag on results.
Ongoing Communications
We engage in frequent communications with our clients to meet their needs. This includes regular face-to-face meetings, phone calls, and other touch points.
Addressing Evolving Needs
We adapt to your changing needs and market dynamics.
High-net-worth individuals face complicated financial decisions that require sophisticated advice and creative solutions. We take time to genuinely understand each client’s situation and respond with an integrated approach to their investment counsel needs. In doing so, we provide exceptional client service, underpinned by a track record of strong investment results.
Private Clients typically have a minimum of $1,000,000 in investable assets.
We manage client assets with the same care and integrity as if they were our own.
Our clients benefit from a straightforward service, delivered honestly and transparently. We are proactive in providing clients with up-to-date information about their investments and developments in financial markets.
Our private wealth services include close coordination with client-external advisors to ensure coordination in the following areas:
- Tailored financial planning.
- Wealth transfer advice and business succession planning
- Trust and estate planning
- Ongoing tax compliance and planning
Intermediaries have a critical role in connecting clients with investment management expertise. Having initially worked as independent assessors of third-party service providers on behalf of our client, we have an in-depth understanding of this vital component of overall financial success.
When working in conjunction with other advisers, we require a minimum of $10 million in total accounts, with a minimum account size of $2 million.
Uncomplicated relationships, characterized by mutual respect and trust
We always prioritize client interests, acting with care, honesty and good faith. We work with advisers who share this ethos and seek to build trust by delivering long-term value for clients through open dialogue and hard work.
Our straightforward service approach is delivered honestly and transparently. We are proactive in providing up-to-date information about investments and developments in financial markets.
At Burkett Asset Management, we understand that institutional investors require a disciplined investment process, comprehensive risk management, and transparency in both performance and reporting. We are able to serve a range of institutional clients, including pension plans, endowments, foundations, not-for-profit organizations, and corporate treasuries.
Our institutional relationships are grounded in trust and collaboration. We work closely with boards, investment committees, and stakeholders to develop customized Investment Policy Statements contemplating Portfolios aligned to long-term objectives and risk tolerance. This often involves integration of environmental, social, and or governance criteria.
We offer a diverse suite of investment solutions, including
- Separately Managed Accounts (SMAs)
- Public Equity and Fixed Income mandates
- Customization: Every mandate is tailored—there are no off-the-shelf solutions.
Why Institutions choose us
- Fiduciary Commitment: as a registered Portfolio Manager, we are held to the highest fiduciary standard—your interests always come first.
- Transparency: We provide clear, comprehensive reporting to facilitate informed decision-making.
- Customization: Every mandate is tailored—there are no off-the-shelf solutions.
- Stability and Independence: Our firm is privately owned and independent, ensuring alignment with our clients over the long term.
Why choose Burkett Asset Management?
Our fiduciary duty means we always act in the best interests of our clients and provide unbiased advice and investment strategies. Our tax and accounting knowledge uniquely position us to offer an integrated and tax-effective approach to wealth and investment management.
We take the time to discover the needs and objectives of each client, and consider them within the client’s broader financial position.
When making investment decisions, we also consider a client’s tax position. Our tailored solutions seek to minimize tax as a drag on returns.
Clients hold their assets in their own name through separate accounts with an independent, third-party custodian (Royal Bank Investor & Treasury Services, Scotiatrust, or Aviso).
Clients can govern discretionary management and control risk parameters through a tailored investment policy statement.
We provide a "one stop shop" that addresses all of our client’s wealth management within the firm.