Palm Beach Gardens, FL Office

Burgess Investment Group, LLC provides ongoing portfolio management and financial planning to individuals, charities, and high-net-worth clients, delivering tailored investment programs and written investment policy statements. The firm operates as a team of advisors and offers both ongoing portfolio management and standalone financial plans for clients with varied goals and time horizons.

The firm applies a multi-method investment process—charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis—and implements a range of strategies from long-term buy-and-hold to short-term trading, including use of margin, options, and short sales. BIGL’s universe of investable products is broad and explicitly includes alternative and higher-risk instruments such as cryptocurrency funds, private placements, venture capital, commodities, and REITs.

Compared with many peers, BIGL discloses and markets both hypothetical performance scenarios and performance results in its materials, a practice that is uncommon among similar team firms. The firm also discloses a minority ownership interest in a broker-dealer (Signal) and participation in Charles Schwab’s institutional program—arrangements that provide research and operational benefits while creating potential conflicts the firm describes in its disclosures.