• BRICKBURN is focused on earning the trust and confidence of the clients we serve

  • BRICKBURN assists clients in navigating the financial, economic, and regulatory road map.

  • BRICKBURN provides a balanced range of investment strategies to provide financial stability over the long term.

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Dear valued customer;

By now you will know that we decided to close down our mutual fund business on May 16th, 2016, including all client holdings in our two funds. The expense of running those funds was constantly increasing and we believe the best way to serve our clients is to find more economic ways of investing.

To that end, we also conducted an extensive process to help increase value in the overall private client business. As a result of that process, we have decided to combine the private client business with our good friends at Brownstone Asset Management. Bill has already moved over to their office to help ease the process.

After September 1st 2016, Brickburn will no longer be offering private client services. Until that time, every client will have a few options available to them. The first is to move your account over to Brownstone. Since they have the same custodian and recordkeeping system as we do, that process is relatively simply and Bill will walk you through it. The second option is to move your account to another advisor of your choice.

We truly believe that this is the best action for our clients, and are happy to answer any questions you have on this change.

Martin Davies
Brickburn Asset Mgmt ltd.

Evan Spiropoulos, CFA
Brickburn Asset Mgmt ltd.

Bill Bonner
Brownstone Asset Mgmt