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Trevor Stewart Burton & Jacobsen Inc.

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Trevor Stewart Burton & Jacobsen Inc.

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For over 30 years, Trevor Stewart Burton & Jacobsen Inc. has been enhancing and preserving wealth for its clients. Founded in 1974 as an SEC Registered Investment Advisor, the firm is actively managed by its founders and employee owners. Our investment professionals average over 20 years experience and share a corporate vision to:
Know and understand each client's objectives and concerns
Manage each client's assets diligently, with sound judgment and
Grow by serving each client well

Throughout the firm's history, TSBJ has provided long-term investment results superior to standard benchmarks and has been known for its attentive client service. Located in New York City, the firm manages over $700 million in assets. We would be privileged to assist you in managing your funds and achieving your long-term investment goals.

Our services include:
* Investment Policies
* Asset Allocation
* Portfolio Strategy
* Investment Counseling
* Performance Monitoring
* Client Service

Asset Under Management: $700 million

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