Burke Wealth Management, LLC

Burke Wealth Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as trusts, pension plans, charitable organizations and other registered investment advisers. The firm offers separately managed accounts, acts as a sub-adviser to an actively managed ETF, and sponsors a private limited partnership offered to accredited and qualified investors.

Investment advice centers on a Focused Growth equity strategy that targets high-quality, large-cap growth businesses with a 3–5 year holding horizon and internal 3-year risk-adjusted return projections; a Balanced Growth option pairs that equity exposure with a diversified corporate bond sleeve and can target long-term allocations around 60/40 but adjust between 30%–70% by asset class. The private pooled vehicle applies the Focused Growth approach with the ability to use leverage to achieve net equity exposure typically targeted at 110%–120% (and from 80% up to 150% in certain conditions) and provides monthly liquidity to limited partners.

What is noteworthy for a firm of this size is its multi-product platform: it serves as general partner to a private fund, provides portfolio management for pooled investment vehicles, and functions as a discretionary sub-adviser to an ETF and to other advisers—capabilities that the firm highlights alongside routine SMA services. The brochure also discloses that employees invest alongside the strategies, that the firm participates in an external alpha-capture program, and that its pooled vehicle uses leverage and related margin structures, each of which can present potential conflicts or additional risks that are addressed in the firm’s governance and disclosures.