Investments

Burgos & Brein is an independent Registered Investment Advisor, overseeing and coordinating finances, our goal is to provide the families and businesses we work with innovative financial strategies, solutions, and planning that result in financial clarity and security.

 

As a Registered Invesment Advisor, we are legally bound to work in your best interest.

          
Learn about the benefits of working with a Registerd Investment Advisor

 

 

          The Importance of Diversification

 

 

          U.S. Stock Market Performance

 

 

          Stock Market Returns from 1926 - 2014

 

ADDITIONAL INFORMATION

Managed Portfolios

We offer portfolios tailored to investors’ unique objectives, risk tolerances and time horizons. Our investment strategy is designed around personal risk tolerance, and investors can select from over 20 proprietary model portfolios.
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Portfolio Analysis Review

Our proprietary Portfolio Analysis Review process gives you a detailed breakdown and thorough written analysis of your entire investment portfolio. This process combines powerful third-party statistics with a simple, easy-to-read report so you understand the possible risks and rewards of your current investment portfolio.
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Strategic Partners

Our firm expands our services by offering professional money management through our strategic investment partner Gradient Investments, LLC.
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Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in long-term investments.

FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Burgos & Brein and our editorial staff. View Full Disclaimer.