Jump to content

All Activity

This stream auto-updates     

  1. Earlier
  2. RetirementPlanningQuestionnaire.pdf
  3. fi360-fiduciary-score-methodology.pdf
  4. Burnside and Co. uses several leading-edge financial technology companies to make are disciplined investment processes (Burnside OS) more powerful and efficient. For Risk Measurement and Portfolio Optimization, we employ Riskalyze. Riskalyze builds and maintains software that measures: An Individuals Risk Tolerance Risk Inside of an Investment Portfolio In addition, the software includes an Optimizer. Burnside and Co. can take an existing portfolio and fine-tune it to align with a specific risk tolerance. It is an unemotional, unconstrained, and math-driven feature that is quite an eye-opener.
  5. Burnside and Co. uses several leading-edge financial technology companies to make are disciplined investment processes (Burnside OS) more powerful and efficient. For Retirement Planning, we employ Right Capital. They build interactive software that both Burnside and Co. and our clients can access. One of the most powerful features of this software is working through the "what-if" scenarios. RetirementPlanningQuestionnaire.pdf
  1. Load more activity
×
×
  • Create New...