Dear Burke Lawton Brewer & Burke Clients, Family, and Friends,
Fifty years ago, Frank Burke and Nick Lawton founded a new kind of investment firm. In the early 1960s, it was difficult for investors to find an investment advisor who would provide them with personalized investment management advice and guidance. Investors who could not meet the lofty minimums imposed by large financial institutions often had to fend for themselves. Frank and Nick, as smaller investors, quickly realized they could provide investment services to others who, like them, were just starting to build their portfolios.