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.
LPL Financial – LPL Financial was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets that they serve with over $1 trillion in assets under management. They support more than 18,000 financial advisors, 800-institution-based investment programs and 450 independent RIA firms nationwide. They are steadfast in their commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. Advisors have the freedom to choose the business model, services, and technology resources that allow running the perfect practice.
Charles Schwab – Charles Schwab is an American multinational financial services company. They offer banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. They have over 380 branches, primarily in financial centers in the United States and United Kingdom. They are listed as one of the largest banks in the United States by assets. As of the end of 2023, they had $8.5 trillion in client assets, 34.8 million active brokerage accounts, 5.2 million corporate retirement plan participants, and 1.8 million banking accounts.