G I P S ® C O M P L I A N C E
Burke Wealth Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). BWM has been independently verified for the periods January 1, 2020 through December 31, 2021. The verification report is available upon request.
The Focused Growth Composite includes all fully discretionary large-cap equity accounts managed to the Focused Growth strategy. The composite was created in October 2018 and has an inception date of October 1, 2018. Returns are presented net of management fees, expressed in U.S. dollars, and measured against the S&P 500 Total Return Index. Performance presented prior to January 2020 was achieved by the same portfolio manager while affiliated with a prior firm and has been linked in accordance with the portability requirements of the GIPS standards.
To obtain a GIPS Composite Report, a complete list and description of the firm’s composites, and/or the firm’s policies for valuing investments, calculating performance, and preparing GIPS Reports, contact Burke Wealth Management at (713) 933-5402 or info@burkewealthmanagement.com.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
