Burns Matteson Capital Management, LLC
Burns Matteson Capital Management, LLC is a SEC-registered investment advisory firm headquartered in Corning, New York. Founded in December 2000 by William B. Burns, Jr., CFP®, who remains the principal owner, the firm provides personalized investment management and financial advisory services primarily to individuals, with a notable focus on high net worth clients. The firm employs approximately 5 to 6 staff, most of whom are involved in direct investment advisory work. Serving over a thousand individual accounts, Burns Matteson Capital Management, LLC is locally recognized for its tailored wealth management solutions.
Investment Strategy
Burns Matteson Capital Management, LLC constructs diversified portfolios mainly for individuals, including high net worth clients. The firm uses a disciplined, long-term investment strategy that emphasizes asset allocation and risk management aligned with each client's financial goals. Its approach incorporates the use of individual equities, ETFs, mutual funds, and periodically fixed income securities, striving to balance capital appreciation with prudent risk-adjusted returns. The firm does not operate proprietary funds or pooled investment vehicles, and manages portfolios on a discretionary basis for the majority of its clients.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLW | CORNING INC COM | 10.97% | $27.7M | 770,372 | $36.39 | $82.03 | +$8.5M |
S SPHQ | INVESCO S&P 500 QUALITY ETF | 6.39% | $16.2M | 220,656 | $62.67 | $73.29 | +$1.4M |
C COWZ | PACER US CASH COWS 100 ETF | 4.31% | $10.9M | 189,555 | $50.67 | $57.47 | +$806.2K |
I IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 3.50% | $8.9M | 32,367 | $154.05 | $273.65 | +$1.2M |
S SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2.74% | $6.9M | 253,823 | $23.66 | $27.30 | +$310.0K |