Burch Investments: A Boutique Firm

Burch Investments LLC, is a progressive financial services firm that differentiates itself through a disciplined and highly personalized approach to meeting the goals of each client. When you work with us you will never be rushed or sold a pre-packaged set of products as you might experience with our larger competitors. Instead, we create value for you by developing a highly customized approach to meet your short or long term goals whether your needs are for estate or retirement planning, or general investing.

Our highly personalized atmosphere does not mean fewer choices in investment products; in fact, one of our strengths is our broad based product offerings through Southeast Investments NC Inc. located in Charlotte. It's a win-win combination: a personal touch with a comprehensive selection of investment options.

All of Burch Investments, LLC product offerings are cleared through our broker/dealer and include over 62 Insurance Company Product Lines, all major mutual funds, stocks and bonds offered through all major exchanges. This broad spectrum of products helps maximize the performance of every aspect of your portfolio to meet your goals.

We are a privately owned, independent practice operating as an OSJ "Office of Supervisory Jurisdiction" through Southeast Investments NC Inc. 820 Tyvola Road in Charlotte, NC. our Broker Dealer. Support for our broker dealer through National Financial Services, a division of Fidelty Investments

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Upcoming Events

November 10, 2009 | 6:30 p - 8:30 p

Develop a deeper understanding of how to safeguard your accounts, the importance of diversification, investment options and more...