How we manage our client's investments
When you're looking for a financial advisory firm to help you manage your investments, consider what methods they actually use.
We employ Point and Figure analysis as a key component for our investment decisions at Burns Capital Investment Advisors, Inc. Supply and Demand become more apparent with these tools.
(503) 538-4103
Serving All of Oregon
BURNS CAPITAL
Investment Advisors, Inc.
"Helping you make the trend your friend."
A professional investment strategy
The investment strategy at Burns Capital Investment Advisors, Inc. is supported by a Relative Strength, Sector Rotation methodology adapted from Dorsey, Wright and Associates. Since 1987 Dorsey Wright has been a leading provider of market research to financial professionals worldwide, and their research seeks to hone in on the strongest sectors, while eliminating exposure to the weakest sectors.”
Here's how we can help you:
- Professional investment advice and portfolio management
- Grow and maximize your investment with our strategy
- Protection of investment assets in down markets
- Rollover your old 401K to your own IRA
Are we on offense or defense? There are times for both.
In the world of sports, teams play offense and defense. Winning teams play well on both sides of the ball.
Our tools help us decide whether we are on offense or defense and how to approach the markets when it comes to managing our client’s accounts.
From the beginning, our quest has been to build our service to our clients on these simple concepts.
- Identify and participate in the strongest up moves in the markets.
- Be nimble enough to protect client accounts when things start to deteriorate.
- Strive for strong net gains over time.
What vehicles do we use?
- Use of no-load non commissionable mutual funds that allow us to trade as often as needed to respond to changes in the market place.
- Low cost ETFs
- Individual equities.
- Call or visit us today to learn more.
More reasons to choose Burns Capital:
- Oregon Registered as an RIA (Registered Investment Advisor)
- Daniel Burns has over 40 years of experience in the financial sector
- No charge for initial consultations
- Independently owned and operated
Relative Strength Sector Rotation
Burns Capital Investment Advisors Inc. uses a relative strength and sector rotation model that allows us great flexibility in our effort to focus on the strongest trends and stay away from weaker trends in the marketplace.
Focus on multiple markets and asset classes, then use our resources to see where market demand is strongest and move clients toward the stronger markets.
Let Burns Capital Investment Advisors Inc. help you build your portfolio. Call or visit us today for more information.
Disclosure:
The primary factor strategy used by BCIA is known as a momentum strategy (also known as Relative Strength). The goal of the strategy is to exceed market returns over time and provide downside protection during down periods in the markets. Like every strategy it experiences periods of underperformance when compared to the returns of the market.
The possibility of gain is accompanied by the risk of loss of principal. Many of the funds offered through ProFunds are leveraged, and some are inverse, meaning that returns, both up and down, are magnified. That magnification increases the level of volatility in accounts. For a discussion of levered and inverse funds, go to www.profunds.com/literature/.
2023 became dually registered with BMA Advisors. Mr. Burns is concurrently "dually" registered with both BCIA and BMA Advisors. This could create potential conflicts of interest and/or restrict his ability to devote the necessary professional time to effectively supervise and manage client accounts at BMA. However, Mr. Burns is intending to fully transition to BMA wherein his duties and responsibilities at BCIA will be primarily limited to winding down necessary administrative and regulatory details. Should a perceived material conflict arise, Mr. Burns has agreed to make prompt disclosure to BMA.
Burns Capital Investment Advisors, Inc. is a Registered Investment Advisor firm in the State of Oregon. Prior to advisory work conducted outside Oregon, BCIA would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.