Burgess Investment Management and Research Inc.

Burgess Investment Management and Research provides discretionary portfolio management primarily to individual investors and their related entities (trusts, corporations and individual pension plans), charging a percentage-of-assets management fee billed monthly or quarterly. The firm reports approximately $144.1 million in assets under management across 98 client relationships and is owner-operated by a single principal.

The firm builds customized core portfolios by client objective—long‑term growth, balanced, income or capital preservation—and uses fundamental and quantitative research across domestic and international equities, bonds, preferreds, ETFs and index funds to define a long-term asset mix. Implementation emphasizes low turnover and buy‑and‑hold positions (typically longer than five years), uses a mix of index funds and individual securities, seeks to minimize trading costs, and does not charge performance‑based fees or accept commissions or referral fees.

Distinctive aspects noted in the brochure include its operation from a principal office outside the United States alongside disclosures about international investing and related risks, and a solo-practitioner ownership structure managing assets for both ordinary households and higher‑net‑worth clients. The firm aggregates household accounts for tiered AUM fee calculation, has agreed in certain cases to cover custodial fees at a designated custodian, and does not act as a private fund adviser.