Value proposition

Investment Consulting Services

Beirne is an SEC registered investment advisory firm* based in Connecticut and Pennsylvania The company is privately-owned and the partners have been providing investment advice to institutional and individual clients for over 50 years. At Beirne, we seek to help our individual clients recognize their true desires and motivations in terms of lifestyle, retirement and legacy. Our institutional clients have benefited from our philosophy and disciplined investment process, which has helped fulfill the needs of public and private pension plans, endowments and foundations over the past 5 decades. Bringing clarity to the consulting process by being a “fiduciary” in our space is what our clients expect us to do as we consistently “think differently” at Beirne to navigate the financial markets of today in order to achieve the desired outcomes that matter to our clients.

*Registration does not imply a level of skill or training.

Client Assessment, Asset Allocation, Portfolio Implementation, Performance Reporting, Wealth Management, Investment Planning, Retirement Planning, Income Tax Planning, Estate Planning, Education Planning, Philanthropic Planning, Debt Management, and Risk Management