Services for Other Advisers
Intermediaries have a critical role in connecting clients with investment management expertise. Having initially worked as independent assessors of third-party service providers on behalf of our client, we have an in-depth understanding of this vital component of overall financial success.
When working in conjunction with other advisers, we require a minimum of $10 million in total accounts, with a minimum account size of $2 million.
Uncomplicated relationships, characterized by mutual respect and trust
We always prioritize client interests, acting with care, honesty and good faith. We work with advisers who share this ethos and seek to build trust by delivering long-term value for clients through open dialogue and hard work.
Our straightforward service approach is delivered honestly and transparently. We are proactive in providing up-to-date information about investments and developments in financial markets.
Why choose Burkett Asset Management?
We explore innovative investment solutions for our clients based on their individual circumstances. Our straightforward approach means intermediaries we work with can:
Access each of their client’s accounts whenever necessary via our online portal.
Discuss client needs and objectives with our team of professionals who have experience in tax and financial planning themselves.
Receive detailed and accurate tax reporting information for any time period, when required.
Ensure client assets are kept safe, held in their own names with an independent, third-party custodian (Royal Bank Investor & Treasury Services, Scotiatrust, or Credential).
Govern discretionary management and control risk parameters through a tailored investment policy statement.