Press Release
Burns & Levinson Asset Management Adds Lazard Asset Management for Investment Services
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Successful portfolio management should satisfy the objectives of clients while considering each of their personal circumstances. Before making any investment decisions, we individually counsel clients on the conflicting needs that surround their investment plans. Upon careful review, we identify each client’s goals, develop strategies, and manage the assets as equity, fixed income, or balanced portfolios. Learn More

• • Overview of Services
  • Investment Process
    - Equities
  • Investment Process
    - Fixed Income

• “Formulating an ideal plan to meet the investment needs of an individual takes careful thought, analysis and strategy. We base your plan on your individual situation and goals.”
  Rand G. Folta, CFA
  Chief Investment Officer