Investment Management Services    |   Hourly Investment Help and Advice    |   Portfolio Review

CROSSING THE BRIDGE

As a new investment management client of Burnside Capital Management, you can expect us to provide the following:

1. Initial and regular evaluations of your needs and risk tolerances.
2. The building and implementation of a model portfolio based on your unique circumstances.
3. Constant assessment of the underlying investments in your accounts to validate that they fit into the predetermined investment plan.
4. Customized and enhanced reporting that will document the progress being made towards your financial goals.

Fees are calculated as a percentage of assets under management.

.75% for less than $1,000,000
.65% between $1,000,000 and $4,000,000
.55% for over $4,000,000

BRIDGING THE GAP

This service is useful for the competent investor who would appreciate a second opinion from an unbiased professional.

It is offered as an annual subscription and is available for only $599, entitling you to 6 hours of customized and personal service.

Suggested use of hours:

• Annual review and planning (3 hours)
• Semi-annual review (1 hour)
• Periodic questions and research requests (2 hours)

REINFORCING THE BRIDGE

Receive a practical and insightful review of your current investment accounts. There is no obligation.

We will help you answer the following questions - Free of charge!

1. Am I on track to reach my financial goals?
2. Are my current investments performing well compared to similar opportunities?
3. Does my broker have my best interests at heart?

Burnside Capital Management specializes in providing:

• Practical financial planning
• Ongoing investment management

Focusing on Our Expertise

Common sense tells us that someone will receive more useful and affordable advice when working with a specialist rather then a generalist.

That is why we will not attempt to “cross-sell” insurance, mortgages, estate planning products, credit cards, or other peripheral services to our clients.

These services certainly have their place in your overall financial profile, and we can discuss each item as part of the bigger picture.

However, much like investing, we recommend you speak with the appropriate expert for each of those services.

Furthermore, we will work closely with your current CPA and attorney to provide you with seamless help and advice. In addition, we can recommend quality professionals in the community if the need arises.