Investment Management Services    |   Retirement Plan Service    |   Portfolio Review

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

This service is useful for the individual who is unsure about when he can retire or what type of retirement lifestyle is realistic.

It is offered as a one time check-up of an individual's financial situation for only $249, entitling you up to 5 hours of customized and personal service.

The retirement plan includes:

• One-on-one interactions
• Tactical retirement planning strategies
• General investment guidance
• Charts showing the value of your investment accounts through your life expectancy.
• Projections of annual living expenses adjusted for inflation
• Approximation of Social Security and pension benefits.
• Determination of cash flow for each year of retirement

Ultimately, we help you understand if you are in danger of outliving your assets.

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.