At Burgundy, we understand the responsibility of wealth.

Our core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.

In our case, doing the right thing means doing right by our clients.

When working with individuals and families, our focus is on understanding your unique situation and needs.

We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.

Quality/value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.

Our disciplined, bottom-up approach allows us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.

We offer a number of equity, balanced and credit strategies for institutional investors.

Take a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.