Burnham Financial Group

Burnham Financial Group is a New York-based financial services firm that specializes in a range of areas including institutional asset management and wealth management. The firm primarily serves high net worth individuals, investment companies, pension and profit-sharing plans, retirement plans, charitable organizations, and corporations. Burnham Asset Management Corporation, a subsidiary of Burnham Financial Group, manages client-focused equity, fixed income, and balanced accounts, while also launching and managing mutual funds. The firm invests globally in public equity and fixed income markets, favoring value stocks across all capitalizations and a variety of debt securities. Employing a conservative approach, Burnham utilizes fundamental and macroeconomic analysis, integrating both bottom-up and top-down stock selection strategies. Additionally, the firm offers investment banking services to both private and public companies, assisting with growth capital, mergers and acquisitions, and financial restructuring. Founded in 1989, Burnham Financial Group has offices in New York City, Houston, White Plains, and Northbrook.