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Investment Management

Maintain Oversight of Your Advisor

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  • WHO WE SERVE

  • Industrious Professionals and Executives

    HUB

    Individuals and couples that have excelled in their professions and businesses

    You are very capable of managing your investments and utilizing online retirement planning software. However, you see the value in delegating this responsibility and getting a second opinion from a fiduciary advisor so that you can focus on other things. Yet, as a Steward of your financial destiny, you want to have oversight of the process.

    We work with people that want to delegate investment management responsibilities to a fiduciary advisor but still have oversight of the process.
  • Contact Us

    John Burnside, AIF® PPC®

    Burnside and Co.

    Registered Investment Advisor

    312 NW 10th Avenue, Suite 200

    Portland, OR 97209

    503-658-3138

    john@burnsideandco.com

    Burnside OS Process
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