Message from Frank Burke

When we began Burke Lawton Brewer & Burke in 1964 it was with the intent of offering individually managed portfolios specifically tailored to the unique needs of each client. As experienced investment managers, we employed a thoughtful and disciplined value-oriented approach to managing each client's portfolio. With well over 40 years in business, we continue to use this approach today.

While our philosophy has not changed over the years, certainly the analytical tools and technology we use have, adding an important depth and breadth toward helping our clients meet their goals.

When you place your trust in an investment firm and its advisors, we think it is important for you to know not only who they are but also who they are not. Some investment firms have evolved and expanded through a complicated web of mergers and acquisitions, growing ever larger and more complex. This is not who we are. We have maintained our independence and our small size so that we can provide the best in client service.

In looking back over our many years in business, we can proudly boast of serving the children, and now grandchildren, of some of our earliest clients. Our institutional clients are long-term too, and they include pension and profit-sharing plans, educational institutions and churches, as well as other community non-profit organizations.

While some firms talk about exceptional customer service, the size of our firm and the individual attention we give to portfolios enables us to better deliver it. The result is that your priorities and goals come first. Always. Without exception.

Marked by an independent spirit and regardless of the size of the individual or institutional investor, our goal remains the same - to build a customized portfolio that reflects and answers the needs of each client. If this is what you have been searching for in an investment firm, I invite you to contact us today.