BIRKS FINANCIAL CORP.

Overview

Birks Financial Corp. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on individual and family clients, serving as a capital allocator that blends planning and portfolio management with the selection of outside advisers. Its advisory services are delivered primarily on a non-discretionary basis and include financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. Birks Financial Corp. leans heavily toward pooled public funds as the core of its portfolios rather than direct equity trading or discretionary stock picking, and it does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices