Burns & Levinson Asset Management LLC offers clients a broad array of services through sub-advisory arrangements with Crow Point Partners, Winslow, Evans & Crocker, Inc., Peak Financial
Our clients will have access to the comprehensive investment management services offered by Winslow, Evans & Crocker Inc., a Boston-based investment firm. Winslow will develop and implement an investing strategy that fits each client and advise on retirement, insurance and estate planning.
Additionally, our clients will have access to Lazard Asset Management's Global Diversified Asset Allocation investment models, intellectual capital and investment personnel. Lazard offers customized, objective financial advice as well as a disciplined approach to understanding the needs of their clients.
Please click below for more information on our sub-advisors.