RISK MANAGEMENT

LOW VOLATILITY AND LESS DOWNSIDE

As an Independent Registered Investment Advisor, we have the ability to invest in a few new concepts that historically have worked well for investors needing to take consistent withdrawals. We think this concept is a game changer for our retired clients and midterm investment bucket, and we expect significant advantages for in years ahead.

LIFE INSURANCE

We offer an important resource to our clients. Burford Brothers Insurance Services can help analyze and compare existing life insurance policies. In some cases we can improve a client’s coverage by adding appropriate insurance. Life insurance can have a significant impact on our client’s financial lives and is important from an estate planning tool as well.

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COMPLIMENTARY REVIEW

CONTACT US

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ANNETTE WILSON | ASSOCIATE

Annette’s multi-faceted experience in the financial services industry started with Bank One in 1991, followed by time at Southwest Securities home office in 1997 to 2013. In 2014, she joined our team at Hilltop Securities and transitioned with our team to Burford Brothers. Annette wears many hats for us but primarily focuses on cash management, developing and implementing our existing and new client process, and acting as the liaison to Charles Schwab's back office.

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SCOTT BURFORD, CFA® | PARTNER

Scott has made a career in the investment world dating back to 1976. His journey includes stops at Republic Bank, MBank Dallas, Burford Partners Futures Fund, Burford Perry & Company, Southwest/Hilltop Securities, and now Burford Brothers. With his background and Chartered Financial Analyst designation, he is well positioned among our team to assist clients with investment analysis and decisions.

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CHARLIE BURFORD | PARTNER

Charlie started his career alongside Scott in 2013. While still involved with macro investment decisions, Charlie utilizes his vast knowledge to specialize in financial planning and client education. He helps keep our team committed to objective planning using our proprietary process, The 2020 Formula, which focuses on what we can control.

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Holly employee staff team member at burford brothers company in dallas texas

HOLLY LANSIDEL

Holly started her career in the finance industry in 2021 at Burford Brothers, following her graduation from Southern Methodist University in 2020. She assists with client relations, processing, investment research, financial planning, as well as acting as a liaison to Charles Schwab's back office.

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craig lawrence caudle headshot partner at burford caudle family capital company

CRAIG LAWRENCE CAUDLE | PARTNER

Craig has almost 40 years of experience in trading and wealth management. As Registered Investment Advisor, he is client driven and has worked extensively with ultra-high net worth clients to address their investment and planning needs. Craig enjoys running, yoga, and he used to be decent at golf.

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corbin lawrence caudle headshot managing director at burford caudle family capital company

CORBIN LAWRENCE CAUDLE | MANAGING DIRECTOR

Corbin is a relationship specialist. He is focused on providing excellent client communication and performance reporting. His unique experience with family and human capital analytics plays an important role in creating value for our clients. Corbin enjoys playing golf, hunting and fishing.

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