Jamesville, NY Office

Burns Matteson Capital Management is a fee‑only, SEC‑registered advisory firm that serves individuals, high‑net‑worth families, retirement plans and charitable organizations with investment management, wealth management and financial planning services. The firm provides both discretionary and non‑discretionary portfolio management, stand‑alone financial plans and shorter hourly consultative engagements, and coordinates with outside professionals as a “financial quarterback” for clients who seek integrated advice.

The firm manages portfolios using a mix of no‑load and institutional mutual funds, separately managed accounts, ETFs, individual equities and fixed‑income securities, and supplements in‑house work with third‑party research and independent managers (including access via the SmartX platform). Burns Matteson treats cash as an asset class, conducts ongoing monitoring and reviews tied to client objectives, and may implement option contracts, structured notes or other tailored instruments as part of its investment process.

What distinguishes Burns Matteson from many peers is its documented use of derivatives and its acknowledgment that borrowing (margin or pledged‑asset loans) can be used in separately managed accounts; the brochure describes covered‑call writing, long put purchases and a proprietary combination stock/option strategy as hedging or income‑generation tools and notes the related implementation and conflict considerations. The firm also limits discretionary purchases of speculative exposures (such as direct cryptocurrency investments), requiring explicit client authorization for those allocations.