Burnside Oversight System
Burnside and Co. builds, implements, and monitors a prudent investment process on behalf of our clients.
A disciplined and continuous system helps assure the realization of financial goals.
We discuss important components of the Burnside OS process with clients every quarter. In addition, we always concentrate on the critical task of prudently managing investment portfolios.
We estimate how many hours a month it will take to run a client’s specific investment portfolio and financial needs through the Burnside OS system. We then charge an annual flat fee based on this estimation.