Welcome
The Burns Troop Team brings over 40 years of investment and market experience, serving a wide array of clients including RIAs, hedge funds, endowments, foundations, pensions, corporates, family offices and high-net-worth individuals.
We deliver high-touch execution services and bring the intellectual capital of J.P. Morgan to our clients through a single point of contact.
By functioning as your dedicated team within a vast enterprise, we deliver first class service, advanced trading capabilities, corporate cash management and credit services directly to you.
The depth and breadth of our expertise helps to ensure that our clients receive superior institutional coverage, world-class execution and custom solutions to meet their complex goals.
Investment Approach
In the institutional space, size matters. Large entities traditionally have access to a wider range of services than companies that may not qualify for prime brokerage.
Our team offers robust, institutional-quality services to middle market clients, a sector that is often underserved.
We deliver strategies tailored to the objectives of each individual, coupled with the intellectual capital and extensive research required to help deploy our recommendations.
One team. One focus. One source
Each member of our team has a deep understanding of the institutional arena. We work in concert to deliver high-touch service and exacting personal attention. Clients rely on us for our dedication to finding value and opportunities.
Support for an array of clients
Through two decades of experience, we have developed keen insights into the financial complexities that accompany sophisticated goals. Our clients include hedge funds, closed-end funds, long-only funds, SEC-registered RIAs, private investment vehicles and family offices.
Taking the assignment to the next level
We address needs by building tailored and bespoke exposure from the ground up. Our aim is to work within each client's investment parameters and requirements to create uncorrelated returns.
Confident handling of many asset classes
Among the instruments we utilize in portfolio construction are domestic and global equities, fixed income, select FX transactions, OTC derivatives and structured notes.
Extensive trading experience
We handle multi-asset execution that includes access to CIB Cash, delta 1, options, fixed income trading, listed options trading, basket trading, block trading, algorithms and dark pools. Trade-away capabilities are another core deliverable.
A gateway to global and institutional resources
Our team is your conduit to the renowned services of J.P. Morgan, one of the largest and most admired financial firms in the world.
Through us, you have access to structured credit and equity desks, research and trading ideas, and corporate cash management strategies. We have experience handling custody, syndicates and hedged exposure for institutional investors.
We also provide credit services, including margin lending, lines of credit and personal mortgages.
Meet Our Team
Insights
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now