MBM Advisors- Asset Management


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	Donald R. Black - Chairman Mr. Black has over forty years of experience in the retirement and investment industries. Prior to joining MBM, he spent over ten years with two financial institutions and was vice president of pension operations for each organization. Mr. Black served as an officer in the United States Army and he received a Bachelor of Arts Degree in Economics from the University of Massachusetts. He is an avid outdoorsman and enjoys spending time on his ranch in Montgomery, Texas. Lindsey A. Black - CEO Ms. Black has over twelve years of experience in the retirement and investment industries. She oversees sales and marketing, directs the firm’s larger clients and provides overall strategic direction for MBM. Prior to her current role, Ms. Black was Director of Marketing and Sales at MBM. She joined the firm in 2000 and has held numerous positions during her tenure. Ms. Black received a Bachelor of Arts degree from Southern Methodist University. She sits on the Trust and Custody Advisory Board of Charles Schwab and has been a featured speaker at numerous investment conferences. She is also an avid equestrian and sits on the board of the Texas Hunter & Jumper Association. Robert L. Burnam - President & CIO Mr. Burnam has over twenty five years of experience in the retirement plan and investment industries. He is responsible for the overall operation of MBM and oversees all securities industry compliance and investment management for the firm. Mr. Burnam was previously Vice President of Institutional Trust with Banker’s Trust Company. He has a Bachelor of Arts degree in Economics and Political Science and an MBA from the University of Kansas. Mr. Burnam has been a consultant to Morningstar and Zephyr Associates on Mutual Fund analysis and has been a featured speaker as well as publishing numerous articles on investment, economic and retirement plan topics. Mr. Burnam also sits on the PIMCO Advisory Board.

	Investment Philosophy Our philosophy is simple, we want to help our clients retire well. This is achieved through a disciplined investment process. We believe in independent fundamental research that goes beyond traditional methods. Diversification is the focal point of our process. Our team of investment professionals are dedicated to an academically and mathematically rigorous process that employs the leading edge principles in asset management. At MBM, we are shareholders of the very strategies we are recommending. Experience MBM’s commitment to our clients is distinguished by our employees. Our highly educated staff averages 17 years of retirement plan expertise. Our team includes: Economists, CFP’s, CPA’s, ERISA attorneys an Enrolled Actuary and certified retirement plan specialists.

About Us

MBM Advisors is an independent investment advisory firm with over $1 billion in assets under management. Since 1966 we have provided comprehensive retirement solutions to both corporate retirement plans and individual clients. MBM is a Registered Investment Advisor with the SEC and is held to the highest fiduciary standards. Our experienced staff of investment consultants and retirement plan specialists ensures our clients’ success.

Corporate Retirement Plans

We are a one source solution for 401(k), Profit Sharing, Money Purchase, 403(b), Defined Benefit, Cash Balance, ESOP and Non-Qualified Plans. Our solution includes:

Investment Advisory
ERISA Co-Fiduciary
Participant Education Expertise
Record-keeping/Compliance
Plan Design Consulting

Individual Wealth Management

We provide our clients with a solution that meets their needs today, next year and for years to come. This is accomplished through disciplined investment management and comprehensive wealth planning.

Tailored Strategic Allocations
Tailored Tactical Allocations
Tax Sensitive Strategies

Investment Advisory Services offered through MBM Advisors, Inc.
Securities offered through Triad Advisors, Member FINRA/SIPC, Triad Advisors not affiliated with MBM Advisors, Inc.

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