Burns & Levinson Asset Management LLC offers clients a broad array of services through sub-advisory arrangements with Lazard Asset Management LLC, Winslow, Evans & Crocker, Inc. and Peak Financial Magagement.
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.
Additionally, 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.
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