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.

Founded in

United States