A complete list of active advisors currently associated with Birks Financial Corp.
Warmer can help you find a great advisor at Birks Financial Corp. or one who fits your needs even better.
Birks Financial Corp. provides retirement planning and investment management services primarily to individual clients and trusts, delivering written Financial Plans and retained financial planning/investment management engagements. Its services include preparing Investment Policy Statements, implementing model portfolios comprised principally of no-load mutual funds, and recommending third‑party money managers when appropriate. The firm tailors advice through risk-tolerance analysis and documented IPSs and conducts regular (quarterly) reviews; it manages client assets on a non-discretionary basis, meaning clients retain final approval over transactions. BFC’s approach generally favors long-term investing with periodic rebalancing and the option to implement allocations via its own model portfolios or selected TPMMs. Distinctive operational practices include a requirement that retained clients custody assets with a designated custodian (Charles Schwab), a policy of not aggregating orders for block trading, and an explicit policy that it does not exercise proxy-voting authority on client securities. The firm also discloses the use of client testimonials in its advertising materials, a practice that is uncommon among peer supported firms.
To learn more about the advisors currently working at Birks Financial Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Herndon, VA
| 8
| |
Mclean, VA
| 29
| |
Herndon, VA
| 3
|
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