Company Information

Get to know Burns Matteson Capital Management

Founded in 2002 by David Burns and Michael Matteson, Burns Matteson Capital Management is an independent investment advisory firm based in Sacramento, California. As a fee-only advisor, the company's revenue comes directly from clients, not from commissions on financial products, aligning their interests with those of their clients. They specialize in creating and managing customized investment portfolios consisting of individual stocks and bonds, focusing on direct ownership to enhance transparency and control. Their mission is to provide disciplined, long-term investment management and personalized financial planning services to individuals, families, trusts, and corporate retirement plans.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Burns Matteson Capital Management

United States

Founded in

01 Jan 2000 (26 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.