Jupiter, FL Office

J.W. Burns & Company provides individualized portfolio management and, when requested, limited financial planning and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations and corporations. The firm manages roughly $1.02 billion across discretionary and non-discretionary accounts and implements portfolios that may include exchange-listed securities, bonds, municipal securities, mutual funds and ETFs.

The firm’s investment process emphasizes fundamental analysis and a preference for long-term purchases, with ongoing monitoring and at least quarterly portfolio reviews tied to each client’s stated objectives, time horizon and risk tolerance. J.W. Burns treats cash as an asset class (including explicit cash-sweep policies and the option to maintain defensive cash positions) and documents its approach to margin and pledged-asset loans when clients elect to use them.

A distinctive feature is the firm’s participation in wrap-fee and separately managed account programs, a business model that is relatively uncommon among peer team firms and that the brochure notes can limit negotiation of commissions and affect transaction costs. The firm has operated since 1974, maintains institutional custody and trading relationships (including Schwab Institutional), and delegates proxy voting and shareholder action decisions to clients rather than voting proxies on their behalf.