Investment Management Services
Burton Enright Welch Investment Approach
Burton Enright Welch lives by the following investing principles. We educate our clients about our investment process and philosophy because we believe that having knowledgeable and engaged clients helps us achieve the best outcomes.
Investment Management = Discipline
When investors react to the market’s emotional, media-driven swings, it’s often to the detriment of the long-term outcomes they seek. We take a more disciplined approach. Our asset allocations are grounded in long-term fundamentals.
Investment Management = Personalization
We believe in the power of financial planning, and we understand that no two clients are exactly alike. There is no one size fits all plan at BEW. Each plan is tailored to give you the best chance to meet your specific goals.
Investment Management = Tax Efficiency
We place a particular emphasis on tax management to enhance after-tax returns. Our strategies include asset location, municipal fixed income, tax-efficient ETFs, and trade customization.
Investment Management = Diversification
Nobel prize winning economist Harry Markowitz is credited with saying that “diversification is the only free lunch in finance.” When it comes to your portfolio, we believe that it’s critical to diversify your investment mix to reduce risk and optimize long-term performance. We like to say, it’s about accepting good, while missing out on extraordinary, so you can avoid terrible.
Investment Management = Transparency & Liquidity
Our investments are transparent and have daily liquidity, which provides us with the flexibility to respond to opportunities and challenges in a timely manner.
Investment Management = Your Comfort Zone
We will not put you into investments until you understand the spectrum of possibilities and we understand your willingness and ability to take on risk.
