BURR & COMPANY, LLC

Overview

Burr & Company, LLC is an independent registered investment adviser that focuses on serving individual and family clients through fee-based portfolio management and financial planning. The firm’s stated investment preference is equities, with a clear tilt toward exchange-traded instruments. Advisory activity is concentrated on individuals and small businesses, and the business operates under a percentage-of-AUM fee model. Burr & Company does not position itself as a capital allocator, nor does it describe pension consulting or multi-state advisory activity. The firm is not identified as an active ESG investor. The firm’s filings indicate portfolio management is delivered on a primarily non-discretionary basis, which suggests client approvals for trades and a consultative investment process. Strategy-wise, the manager favors liquid, exchange-traded equities and ETFs for core exposure, supplemented by mutual funds and corporate debt for fixed income or diversified sleeve construction. The adviser also uses third-party vehicles for exposure to commodities and oil & gas.

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