About Us

Burnside Capital Management is an independent investment advisor whose main focus is to help our clients preserve their investments and ideals in retirement. Our solutions share a central theme of monitoring the risks that threaten individuals’ retirement lifestyles.

Investment Portfolio Risk Review

This review will identify and quantify threats in your existing portfolio. We will also provide you with ideas on how to amend your investable assets so that it holds an acceptable amount of risk for your specific return needs.

Retirement Lifestyle Financial Plan

Through planning and conversation we can figure out together what type of lifestyle and activities you can pursue in retirement.

Investment Management Services

Burnside Capital Management implements a Macro-Economic Diversification Strategy, employs independent money managers, and delivers detailed performance reporting.

Charitable Accounts

We offer solutions for individuals that are interested in organizing their philanthropic endeavors.

• Donor Advised Fund
• Private Foundation