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Investment Philosophy

Our Approach

At J.W. Burns & Company Investment Counsel, one of Syracuse’s top fiduciary financial advisors, we buy great companies, with great management systems, selling at attractive prices. We avoid market timing, stock market prognostications, panic selling, panic buying, or other self-defeating investment strategies. Instead, our investment management firm conducts intensive, top-to-bottom fundamental research to find superior businesses that can generate powerful and durable wealth for our valued clients. Specifically, the kinds of companies we invest in for our clients have the following attributes:

As one of the most trusted fiduciary financial advisors in the Syracuse area, we seek to purchase these types of world-class companies with the above-mentioned attributes either on stock market correction or company specific weakness.

If you presently work with one of the large banks or Wall Street investment management firms, you know it’s hard to tell how much you are being charged—and that’s just how they want it.

*Please note, at this time our minimum account value is $250,000.

Client Communication

J.W. Burns & Company is committed to building personal, long-term relationships with our clients. We grew to be one of the largest investment advisory firms in the Syracuse area by guiding our clients in reviewing their individual investment goals and determining the appropriate asset allocation framework for their unique situation. Every portfolio is managed according to the specific needs of each client. We maintain constant communication with our clients, including quarterly newsletters, notes about important market and holding-specific events, and periodic portfolio updates.

We offer clients in and around Syracuse investment management services that include the following: