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Investment Philosophy

Our Approach

At J.W. Burns & Company Investment Counsel, we buy great companies, with great managements, selling at attractive prices. We avoid market timing, stock market prognostications, panic selling, panic buying, or other self-defeating investment strategies. Instead, we conduct intensive, bottoms-up 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:

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 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 guide our clients in reviewing their individual investment goals and determining the appropriate asset allocation framework for their unique situation. Every portfolio is confidentially 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.

Our client services include the following: