Burgess Chambers & Associates Inc

Burgess Chambers & Associates, Inc. is a registered investment adviser based in Orlando, Florida, providing investment consulting services since 1988. The firm specializes in institutional investment consulting, focusing on risk-controlled investment programs for various entities. Services include consulting, recommending portfolio managers, and discretionary portfolio management. Clients are involved in setting return and risk objectives, with asset allocation determined to achieve these goals. The firm utilizes mean variance models for optimal asset allocation and conducts due diligence on portfolio managers. Client portfolios are monitored quarterly, with performance evaluations and compliance reviews. Burgess Chambers & Associates does not have a minimum account size requirement and offers advice on asset allocation across various securities. The firm may recommend portfolio managers based on client needs and suitability. Fees are negotiated based on services required, with compensation calculated quarterly for non-discretionary accounts and monthly for discretionary accounts. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant discretionary authority over their accounts, with the firm using Charles Schwab & Co., Inc. for brokerage and custodial services. Burgess Chambers & Associates does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information.