June 1, 2026

When it comes to investment management, trust is earned.

On April 9, 2026, Burkett Asset Management surpassed $500 million in assets under management. While we are proud of this milestone, we view it as something far more meaningful than a number. It represents the trust our clients have placed in us since we registered as a Portfolio Manager on May 21, 2015.

Building an investment management firm is much like building an investment portfolio. Success is rarely the result of a single decision or a single year. Rather, it is the cumulative effect of discipline, patience, consistency, and a long-term perspective.

Our firm’s growth has followed a similar path.

We reached $100 million in assets under management on November 3, 2016. We surpassed $250 million on July 20, 2023. And on April 9, 2026, we crossed the $500 million mark.

Behind these milestones are not simply assets under management, but relationships. Families planning for retirement. Entrepreneurs who have built successful businesses. Foundations supporting their communities. Trustees carrying out responsibilities across generations.

Each relationship represents a responsibility we take seriously.

Over the past decade, our clients have entrusted us with their capital through a wide range of market environments. We have navigated periods of economic expansion and recession, record-low interest rates and rapid rate increases, a global pandemic, inflationary pressures, geopolitical uncertainty, and technological change.

Through each environment, our investment philosophy has remained unchanged. We believe successful investing is grounded in disciplined portfolio construction, rigorous research, independent thinking, and a long-term perspective.

As our firm has grown, so too has our commitment to strengthening the foundation that supports our clients. We continue to invest in our people, research capabilities, technology, operations, and governance. These investments are essential as we continue our evolution toward a truly institutional-quality platform while maintaining the personalized service and accountability that define an independent investment manager.

Crossing $500 million is an important milestone, but we view it as a foundation rather than a destination.

Our ambition is to continue building a firm that will serve clients for decades to come. We believe we have established a strong foundation from which to pursue our next milestone of $1 billion in assets under management, while remaining faithful to the principles that have guided us since 2015.

Most importantly, we remain mindful that every dollar we manage belongs to a client who has placed their trust in us.

For that trust, we are sincerely grateful.

Thank you for the confidence you have placed in our firm and for allowing us to be part of your financial journey.

We remain committed to earning your trust every day.