Personal Finance Service Providers
Burnside and Company serves as our client's Financial Steward. We are their main point of contact for personal service, investment management, and retirement planning.
For efficiency purposes, we utilize several financial technology companies to help keep our client's costs down and also to offer best-of-breed offerings.
Keep in mind that Burnside clients are not required to use these services.
Burnside utilizes TD Ameritrade Institutional as our primary custodian and broker-dealer of choice.
- Being a custodian, they are responsible for the safekeeping of client assets. Read more here.
- As broker-dealer, they are engaged in trading securities on behalf of clients. Read more here.
This is Burnside and Company's core financial planning service. It is collaborative software where both clients and their financial stewards can interact.
Clients can get a more detailed snapshot of the performance of their investment accounts and individual investment positions.