BURL INVESTMENT MANAGEMENT, LLC

Overview

Burl Investment Management, LLC is an independent registered investment adviser that manages portfolios primarily for individuals and families. The firm charges a percentage-of-assets fee and provides financial planning plus portfolio management for individuals, small businesses and institutional clients. Investment activity is equity-centric: the firm shows a clear preference for exchange-traded equities and uses liquid, publicly traded instruments as the core of client portfolios. Burl identifies as an active ESG investor, incorporating environmental, social and governance criteria into its security selection and manager due diligence. The business is structured as a limited liability company under individual ownership and is not positioned as a capital allocator or pension consultant. Advisory services are delivered on a mostly discretionary basis, with a small portion of client assets managed non-discretionarily.

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Location & Offices