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Burke Lawton Brewer & Burke
       
 
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Burke Lawton Brewer & Burke
 
 
Overview: 

Founded in 1964 as a brokerage firm serving individual clients, BLB&B has evolved with our clients and the larger financial landscape. While continuing to offer brokerage services to clients, BLB&B is now primarily a provider of fiduciary advice, planning, and investment management services to endowments, individuals, and families.

During five decades of serving clients from our offices in the Philadelphia metro area, we have stayed true to our original mission: to provide individually managed portfolios tailored to the unique needs and goals of each client, using a disciplined and relatively conservative investment approach.

While our investment philosophy and commitment to personal service have remained consistent, our professional staff, clientele, analytical tools, technology, and financial services have expanded considerably.

Our firm’s founder and one of his original partners remain closely associated with the business, but they have also achieved a smooth transition of the business operations to the next generation, including seven experienced portfolio managers with financial stakes in BLB&B.

Today, we work with families ― often several generations ― and small institutions (nonprofits, endowments, foundations, schools and churches). They turn to us for investment expertise and the quality of attention that’s hard to obtain at larger investment managers.

For all of these clients, we can offer the value-oriented equity investment management for which we were first known, fixed income investment management, and customized asset allocation. We can also provide expert retirement income planning as well as assistance in developing cash flow/budgeting, tax, estate, and risk management plans.


 
 
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