How can a small Independent Firm provide me the same type of services as a bank, credit union, or national brokerage firm?
At Burns Matteson Capital Management all of our customer accounts are held at Charles Schwab & Company, one of the largest brokerage firms in the world. In addition to the global presence of Charles Schwab, Charles Schwab recently acquired the U.S. Trust Company. Founded in 1853, U.S. Trust is one of the oldest, most respected private banking firms for high-net worth individuals and families in the United States. Our relationship with Charles Schwab allows us to offer a wide variety of products and services to our clients that in many ways surpass the offerings available from some of our larger local competitors. We feel that we bring our clients the best of both worlds: the size and strength of Charles Schwab & Company combined with the personal attention of a local Investment Advisor.
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