Burke Wealth Management, LLC

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Home - Burke Wealth Management Skip to content Burke Wealth Management Burke Wealth Management is an asset management firm serving high net worth individuals, family offices, and registered investment advisors. Our flagship product is our Focused Growth portfolio which is available as a separately managed account consisting of 18-25 holdings with typical weightings ranging from 2-10%. This portfolio holds structurally advantaged businesses in attractive industries that possess long-term secular growth opportunities greater than that of the broader market. The portfolio is managed with a long-term time horizon. We are owners of businesses not traders of stocks. We are a fundamentals based bottoms-up research organization. Each company is evaluated based on its individual fit with our investment philosophy and our process is proven and repeatable. Read our most recent Quarterly Investor Letter In addition to our Focused Growth portfolio, we offer a Balanced Growth portfolio. Our Balanced Growth product which is available as a separately managed account consists of our focused growth portfolio as well as 6–10 high-quality corporate bonds with a targeted duration of 2 – 10 years. Our Balanced Growth portfolio targets a 60/40 equity to fixed income split with the ability to make adjustments as market conditions dictate. Benefits of using Burke Wealth Management At Burke Wealth Management, we’re providing the type of personalized service that is generally not available from larger

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