Burnside Capital Management - Independent Investment Advisor Financial Planning, Retirement Planning, Investment Advisor - Portland Oregon
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Save. Invest. Thrive.

Save Yourself from the Conflicts-of-Interest that are ever present from stock brokers at Wall Street Institutions. 

 Wall Street

We are an Independent Investment Advisory Firm

 Mt. Hood

located right here in our great state of Oregon

Special Offer!

Allow us, an independent investment advisor, to give you a second opinion on your investment portfolio from one of the following firms:

  • Merrill Lynch
  • UBS
  • Morgan Stanley 
  • Wachovia

and we will honor you with a complimentary:

$20.00

Starbucks Card

Call Now!503-222-9555 

Related Articles

 

Trusted Advisor or Stock Pusher? (New York Times 3/4/2010) 


 Brokers on the Move Again (Broker's World 1/7/2010)


Morgan Stanley Smith Barney Gives Retention Pay (New York Times 1/26/2010) 


The Fixed-Income Fix (Forbes 01/18/10)

 

Questions

  • Are you skeptical of your stock broker's advice?  

  • Have you followed your broker to different brokerage firms?

 

  • Have you wondered if the recommended products are better for you or for your Wall Street advisor's pocketbook? 

Answers

Traditional stock brokers are sales people first.  This is why you see a lot of brokers moving around from firm to firm looking for higher compensation structures for themselves.

Stock brokers are not required to find the "best" investment for you.  They are only required to find "suitable" choices.  That "suitable" choice can be the product with the highest payout for them.

Stock brokers make a killing buying individual bonds for retail investors. The bond markets are not near as transparent as the stock market.  This secrecy has caused wide spread price manipulation that is driven by the desire for higher payouts for stock brokers.

Opinions

Not all stock brokers are dishonest...but they all serve two masters.  One of those masters is their employer...a Wall Street Institution.

 

Disclaimer  

Request Consultation or More Information

Office Location:
Pioneer Park Building
715 SW Morrison Street, Suite 907
Portland, OR 97205

Phone: (503) 222-9555
Fax: (503) 212-1974
Email Us

 

Portland OR Financial Planning and Investment Advisor

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Independent Investment Advisor & Financial Planning - Portland, Oregon - 503-222-9555