BWM Investment Philosophy Overview

Nov 11, 2022

In the first of a series of videos on investment philosophy and strategy, Eric and Jordan give a high-level overview of how we invest and build portfolios at BWM. They cover what we invest in, how we view the investment universe, and how we control for risk.


To schedule your complimentary introduction meeting:


Burkholder Wealth Management (


Submit a Comment

Your email address will not be published. Required fields are marked *