Quick Facts About J.W. Burns & Company
- J.W. Burns & Company is an independent investment counseling firm based in East Syracuse, New York. We are a focused, well-established investment counseling firm.
- J.W. Burns & Company has a disciplined, consistent investing process with a focus on achieving an above-average return with below-average risk.
- J.W. Burns & Company has over 400 clients and approximately $500 million in assets under management. We manage accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds.
- The company was founded in 1974 and incorporated in December of 1976. We have been providing investment counseling services for over 45 years.
- The seasoned portfolio managers of J.W. Burns & Company have a combined 140 years of senior level investment experience.
- Our average stock holding rate is generally over 5 years.
- We truly care for our clients and our portfolio managers will treat you like family.