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Burnham Securities Inc.

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Burnham Securities Inc.

Mission statement:

We provide original insights and strategic advice to high net worth individuals and families as well as to institutional and corporate clients. Partnering with our clients, we develop and act on ideas and strategies for creating value and building wealth.

We employ and continually enhance the quality of professionals on our team and in our products and services to provide our clients with excellence in client service. Every major investment decision we make is to improve focus and expertise, build scale, create enhanced and sustainable profitability and ultimately add value for our clients.

Our core values guide our team and are an integral part of every client relationship.

• Integrity: We offer original, trustworthy and independent advice. We work solely for our clients. Confidentiality is our watchword.
• Partnering with Clients: We develop and nurture long-term, senior-level relationships with our individual and corporate clients. We’re client-centric. When our clients succeed, we succeed.
• Heritage: Dating back three-quarters of a century, our heritage blends time-proven approaches with what works today.
• People/Culture: Ours is a people-oriented culture. We celebrate the individual while emphasizing teamwork. Our people and their knowledge are our product.
• Conduct: We’re deeply aware of the importance of our conduct to our clients, employees and the public. Above all, we must earn and maintain their trust and confidence.

Overview:

An independent asset management and investment banking boutique, Burnham Financial Group embraces the values of honesty and commitment and combines them with enterprise and innovation. These values were first practiced by the legendary I.W. Burnham ll, founder of Burnham and Company in 1935, who provided us with a heritage that continues on today.

Grounded in time-tested investment traditions
Today Burnham Financial offers solid advice through a highly experienced team, each an expert in their field. We emphasize long-term strategies with a constant eye to day-to-day market shifts, leveraging our broad knowledge base and creativity to serve a select group of institutions, companies and individuals.

The current firm, founded in 1989, continues to build and value long-standing relationships with our clients. Our teams of highly motivated, deeply experienced and capable financial professionals advise those clients, offering a broad scope of financial services, which include:

• Private Asset Management
• Mutual Funds
• Investment Banking

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