Our Investment Process
and The "Bourke Wealth Solution"
 Our investment process begins with you. Before we can advise you on your financial future, we must gain a thorough understanding of your needs, desires and goals. At Bourke Wealth Management we understand how critical financial well being is to your quality of life. We are well aware of the responsibility entrusted to us in helping you achieve your goals and we take this responsibility very seriously.
Our programs are supported by a full team of professionals that work hard to help you attain your personal financial goals. Our team of advisors and consultants ensure that we will always have up to date information, programs and systems to offer.
In the early 1990’s, in order to create both profitability and safety in his clients’ investment portfolios, Kevin Bourke developed the "Bourke Wealth Solution". The "Bourke Wealth Solution" allows individual investors to act like institutions. On average, institutions such as pension and endowment funds earn significantly higher rates of returns than individual investors.* The goal is to achieve better returns with less risk than the typical investment portfolio. This system has been so successful that Bourke Wealth Management’s client retention is among the highest in the industry.
We carefully monitor each account to make sure they stay on track. We are in regular contact with our clients to review goals and revise their financial plans as needed.
* "Quantitative Analysis of Investor Behavior" 2005 Update Dalbar, Inc. 1985-2004
Mercer Investment Consulting, 10 Year Average Annual Return for Institutions, data as of 12/31/2004.
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