Brent Burns

Brent Burns Email and Phone Number

President & Co-Founder, Asset Dedication @ Asset Dedication
san francisco, california, united states
Brent Burns's Location
Mill Valley, California, United States, United States
Brent Burns's Contact Details

Brent Burns work email

Brent Burns personal email

n/a
About Brent Burns

President and Co-founder of Asset Dedication, a fast growing turn-key investment management platform for RIAs. We combine fin-tech and our proprietary goals-based investment strategy to deliver a scalable, customized investment solution to the clients of financial planners. We bring back office efficiency, complex tax and portfolio management strategies, and our Critical Path goals-based reporting system to financial planning practices looking to outsource these functions and focus on growing client relationships and service. Robo advisor technology with the heart of a financial planner.Co-author of Asset Dedication (McGraw Hill 2005).Specialties: Public speaking, Fixed income portfolio management, Liability driven investing, Behavioral finance, RIA trends, Financial planning, Financial services technology integration*Disclosure: Per SEC regulations, all Endorsements for Skills & Expertise are unsolicited and not to be interpreted as client testimonials or recommendations.

Brent Burns's Current Company Details
Asset Dedication

Asset Dedication

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President & Co-Founder, Asset Dedication
san francisco, california, united states
Website:
assetdedication.com
Employees:
8
Brent Burns Work Experience Details
  • Asset Dedication
    President & Co-Founder
    Asset Dedication Jan 2002 - Present
    Asset Dedication is a Registered Investment Advisor, specializing in liability driven investing (LDI) and time-segmented portfolios for individuals. We bring pension fund-like institutional investment strategies to individual clients. Our strategies are based on original research highlighted in our book "Asset Dedication," published by McGraw Hill in 2005.
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Brent Burns Skills

Portfolio Management Investments Asset Allocation Investment Strategies Financial Planning Financial Services Wealth Management Asset Management Management Mutual Funds Investment Advisory Behavioral Finance

Brent Burns Education Details

Frequently Asked Questions about Brent Burns

What company does Brent Burns work for?

Brent Burns works for Asset Dedication

What is Brent Burns's role at the current company?

Brent Burns's current role is President & Co-Founder, Asset Dedication.

What is Brent Burns's email address?

Brent Burns's email address is bu****@****ion.com

What is Brent Burns's direct phone number?

Brent Burns's direct phone number is +192537*****

What schools did Brent Burns attend?

Brent Burns attended University Of California, Berkeley, University Of San Francisco, Acalanes High School.

What skills is Brent Burns known for?

Brent Burns has skills like Portfolio Management, Investments, Asset Allocation, Investment Strategies, Financial Planning, Financial Services, Wealth Management, Asset Management, Management, Mutual Funds, Investment Advisory, Behavioral Finance.

Who are Brent Burns's colleagues?

Brent Burns's colleagues are Daniel Yeoman, Tyler Shellman, Jason Romero, Mark Fineza.

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