A complete list of active advisors currently associated with Burl Investment Management, LLC

Warmer can help you find a great advisor at Burl Investment Management, LLC or one who fits your needs even better.

Burl Investment Management provides discretionary investment management through separately managed accounts and offers financial planning at no additional fee to its investment clients. Its client base includes individuals, high net worth individuals, trusts, charitable organizations, and institutional clients, and the firm also provides retirement-plan advice and rollover analysis. The firm employs an active, focused, long-term buy-and-hold equity strategy, typically allocating equities across roughly 30 positions chosen via fundamental analysis that emphasizes differentiation, high returns on invested capital, and free cash flow. Fixed-income allocations prioritize capital preservation and low volatility through individual bonds, fixed-income ETFs or mutual funds, and the firm supplements research with technology tools (including AI) while restricting client personally identifiable information from those models. Burl prepares its own time-weighted performance reports and distributes quarterly client letters with portfolio commentary, and the brochure discloses that performance information is made available to clients — a practice relatively uncommon among independent firms. The firm also expressly serves institutional clients in addition to individuals, and portfolio reviews and compliance oversight are conducted by the firm’s designated principal and Chief Compliance Officer.

To learn more about the advisors currently working at Burl Investment Management, LLC, 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
Mikhail Potapov	Lexington, KY	18

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