Welcome to Burgess Chambers & Associates
About BCA
Our People
Services
Developing Strategic Asset Allocation Models
Creating the Asset Management Team
Performance and Portfolio Monitoring
Tactical Asset Allocation
Clients
Corporations
Endowments & Foundations
Municipalities
Taft-Hartley
Wealth Management
Research
Contact Us
Endowments & Foundations
BCA develops asset management programs designed to achieve annual spending policy objectives with suitable risk.
These services would include:
Investment policy design
Risk management
Asset allocation and optimization
Portfolio stress testing
Manager recommendation
Performance measurement
Cost analysis
Education