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Credentials
Series 63
Experience Industry experience
3 years
Location
Remote
Burgess Investment Management and Research Inc.
Supported
Total advisors
1Clients per advisor
98 Very HighAvg AUM per client
$1,471,014 HighHNW client ratio
45% HighGregory Burgess is a financial advisor at Burgess Investment Management and Research Inc. He holds a Series 63 designation and has 23 years of industry experience, including 15 years at Newhaven Asset Management Inc. and eight years at his current firm. Burgess Investment Management and Research provides discretionary investment advisory services primarily to individuals and their related entities. The firm constructs portfolios using fundamental and quantitative research across a range of securities, emphasizing long-term holdings and minimizing turnover and investment costs. Its principal office is located outside the United States, and it serves a significant non-U.S. client base, managing approximately $120 million in assets across fewer than 100 accounts.
$0 - $250,000: 0.900% $250,001 - $1,000,000: 0.750% $1,000,001 - $2,500,000: 0.625% $2,500,000+: 0.500%
Texas
3 years of industry experience
Burgess Investment Management and Research Inc.
2018 - Present • 8 years
Toronto
Newhaven Asset Management Inc. (Formerly CAP Investment Mgmt)
2003 - 2018 • 15 years
Toronto
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