Burgess Chambers
407-644-0111
kengard@burgesschambers.com

Frank Wan
407-644-0111
fwan@burgesschambers.com

Burgess Chambers & Associates, Inc. (BCA) is an Investment Consulting firm located in downtown Orlando, Florida. BCA was founded in 1988, starting with one public pension fund and growing to advise more than $5 billion in assets for nearly 100 retirement plans across the State of Florida. We partner with all manner of retirement clients, from defined benefit plans to 457’s, offering our expertise in recommending investment options, monitoring plan performance and providing fiduciary oversight.

For more than 30 years, BCA has built an outstanding team focused on setting the bar for how institutional clients should be served. The firm’s founding vision was to assist plans and trustees where other consultants had historically fallen short, by accepting fiduciary responsibility, providing independent advice, and serving with complete transparency and accountability. These principles are still the cornerstone for everything we do at BCA.

BCA’s experience and size play key roles in the firm’s success and the longevity of our client relationships. Our consultants have first-hand experience that is invaluable when it comes to navigating markets and advising clients. Having guided clients through numerous market cycles, BCA’s consultants boast industry experience ranging from 7 to over 35 years. Additionally, the consultants collaborate daily as members of the research team and have personally met with 100’s of investment managers over the years.

When it comes to size, BCA focuses on quality over quantity. In practice, this means limiting on the number of clients per consultant. This allows each client to have the advantage of working with a dedicated consultant who’s directly participated in the generation of investment ideas and manager due diligence.

Our investment philosophy recognizes that asset allocation is the key driver of long-term returns.  We spend a considerable amount of time back-testing and integrating new ideas into our investment programs. Convertibles, Real Estate and Global Infrastructure are a few of the alternatives asset classes we’ve implemented in our client portfolios.

We take pride in our history and are grateful to all our clients for their confidence, support, and commitment to BCA.