Welcome to Burgess Investments

With more than 30 years’ experience in the financial services industry, my objective is to build wealth for clients using a value-oriented, tax-efficient investment strategy. As an investment professional, my time is spent researching, evaluating and learning from the most respected investors. Only the highest quality ideas merit consideration and those purchased are held until valuation, fundamentals or superior alternatives necessitate change. Client retention and referrals are the true measure of my success.