Burns Matteson Capital Management
Overview
Burns Matteson Capital Management is a financial planning and wealth management firm based in Corning, New York. The firm specializes in providing comprehensive financial planning services, including investment management, retirement planning, and estate planning, tailored to meet the unique needs of each client. They focus on helping individuals and families achieve their financial goals through personalized strategies and long-term wealth preservation. The firm's investment approach is diversified across various asset classes, including fixed income, equity, real estate, commodities, hedge funds, private equity, and venture capital. They cater to a wide range of investment stages, from seed funding to buyouts and distressed situations, ensuring flexibility in meeting client needs. Their geographical focus is primarily within the United States, serving clients across multiple states. Burns Matteson Capital Management emphasizes a client-centric philosophy, aiming to build long-term relationships by offering objective advice and customized solutions. Their team comprises experienced professionals dedicated to guiding clients through complex financial decisions, with a commitment to integrity and transparency in all client interactions.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Burns Matteson Capital Management
What sectors does Burns Matteson Capital Management invest in?
Burns Matteson Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Corning, New York, United States. Burns Matteson Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Burns Matteson Capital Management invest at?
Burns Matteson Capital Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Burns Matteson Capital Management invest in?
Burns Matteson Capital Management invests across United States.
Who are the partners at Burns Matteson Capital Management?
Team members listed for Burns Matteson Capital Management include Christopher Davis (Chief Compliance Officer & Vice-President, Operations) and Gary Haubold (Director of Trading).
What companies has Burns Matteson Capital Management invested in?
Burns Matteson Capital Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Burns Matteson Capital Management?
Burns Matteson Capital Management's contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database