Private Client Relationship – A New Circle of Investment Management
Quality Investments – Burgundy Asset Management – leading investment manager for private clients, endowments, foundations and pensions.
Direct Relationship – A private client relationship makes sense for investors with $500K or more to invest. At this level, you have direct access to the firm investing your money.
Eliminating Unnecessary Fees – Beaujolais does not pay commission, trailer or distribution fees. Private clients receive a clear statement of fees.
High-level accountability – directly – from Beaujolais. A new circle of investment management