Jonathan Burke is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. Though one of the newest advisors to join the SJM Group, he feels that his almost decade of experience provides significant value to his clients lives. Burke focuses on family and closely held business owners for long term succession and continuation planning. Those that seek to maximize tax and estate planning strategies goals usually start working with Burke in early stage pre-liquidity planning and structure strategies to help ensure cash flow to support lifestyle. He coordinates with your legal and tax advisors to assist on all aspects of what is likely the largest transaction in a business owner's life. Burke has a unique viewpoint on the world and an appreciation of how multigenerational and high affluent families operate within it. Understanding how it takes a high functioning team to manage the administrative burden of wealth management, his team makes the organization and coordination of your wealth a smooth and seamless process. Prior to moving to Oregon, Burke lived in Nevada where he was raised and went to school. Now living in the Pearl District with his partner Zotti and their 2 dogs Kali and Lucy. They are deeply passionate and connected to the local art and music scene. A local artist recommendation or venue to see live music, is a quick way to strike his interest.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Our goal is to maximize risk-adjusted returns, while staying true to the individual portfolio objectives. We strive to generate consistent returns with lower volatility than the commensurate benchmarks.
Our primary focus is to generate performance through stock selection. We achieve this by leveraging BofA Global Research's Risk framework and its robust global research team. Generally our approach is to avoid sizeable variations in sector weightings from the benchmark. However, at times, we may deviate from benchmark weights to reflect our broader market views or to better position a portfolio to help meet its objective.
We marry fundamental analysis with a valuation framework, all while considering both absolute and relative metrics. This framework, along with our conviction in a fundamental thesis, help to create a consistent buy and sell discipline that also assists in position sizing. This also may allow us to capitalize on market dislocations.
We manage our portfolios with fewer stocks than the relevant benchmarks, but remain keenly aware of the importance of diversification, which we achieve by owning stocks across many sectors, subsectors and geographical locations. Holding fewer stocks allows us to gain a deeper understating of a company's fundamentals and in turn, greater conviction in an investment idea. Generating performance is only one part of portfolio management, in our view.
Risk management is of equal importance in an attempt to minimize losses and provide the best investor experience. We think the ability to manage risk during different market conditions is a better indicator of a successful portfolio manager, rather than taking unnecessary risks to drive performance. We view risk management as an integral component of the team's investment process and use a defined framework to provide guardrails for the portfolio.
We view risk in four primary categories; Absolute, Relative, Forward-Looking and Backward-Looking. The team employs a number of tools to help mitigate known and unknown risk, including trade simulation, portfolio optimization and stress testing.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
