About Burkhart Investment Group

Burkhart Investment Group is an independent, privately-owned, fee-only investment advisory firm. Burkhart Investment Group is dedicated to helping individuals, retirement plan sponsors, business owners, as well as foundations/endowments build investment portfolios to meet their investment objectives.

Because of our experience and asset size we have been able to establish institutional relationships with the world’s largest investment management firms. We are able to implement investment strategies using many of the largest institutional money managers not always available to the private sector. Our investment affiliations include American Funds, Dimensional Fund Advisors, Dodge & Cox, Fidelity Investments, PIMCO, Russell Investment Company and Vanguard, to name but a few.

Clients’ investment portfolios are designed using our extensive research and investment technologies. Burkhart Investment Group uses various proprietary investment selection processes to screen and evaluate suitable investment options. Portfolios are then constructed using sophisticated software that allows plotting of risk-adjusted performance for various investment strategies along the "Efficient Frontier."

As an independent investment advisor, the above investment processes allow Burkhart Investment Group to both identify the most appropriate investment strategy and focus on helping clients meet their financial goals.

Global Retirement Partners, LLC. - Global Retirement Partners is committed to driving the retirement plan industry forward, providing specialized resources for retirement advisors, and helping to educate plan participants on their options and making informed decisions for their futures. Global Retirement Partners is bringing together experienced retirement plan advisors from across the country to help plan sponsors manage their obligations and provide exceptional benefits while helping individual investors work toward their dreams. GRP’s goal is to service both plan sponsors and individual investors with honest, professional, and informed advice.

Global Retirement Partners provides retirement plan consulting rooted in unbiased advice, a deep understanding of current regulatory environment, and a thorough understanding of each plan sponsor’s and participant’s needs. Global Retirement Partners employs comprehensive retirement planning technology and analytics to address client needs. A day in and day out commitment to plan sponsors, retirement planning, advisors, plan participants, and innovation drives Global Retirement Partners.

Envestnet/Portfolio Management Consultants (PMC) – Envestnet provides a state-of-the-art, web-based, unified technology platform as a gateway to best-of-breed investment managers, unparalleled practice management tools and comprehensive portfolio management options. The management committee consists of 24 individuals with over 20 years of investment management experience. The total platform assets are more than $106 billion.