CoinAnalysis.com was formed in 1992 to
provide fee-based evaluation services to those seeking advice
free of dealer influence and bias by Burnett Marus, RFC. Mr.
Marus has been active in the financial planning field since 1972
beginning as a professional life agent in the State of
Michigan. He began to specialize in tangible investment
portfolios in 1975 and formed North American Investment Management
Corporation in 1976, serving as President. Under his guidance, over
$17,000,000 in rare coins, rare stamps and art objects were included
in clients' investment portfolios, in addition to traditional equity
investments, from 1976 to 1980. In 1980, he sold his interest in
North American Investment Management and continued in private
practice with Burnett Marus Associates, Ltd., as an industry
consultant in tangible asset investments.
In 1981, Mr. Marus accepted the
position of President of U.S. Numismatic Investment Group, Inc., one
of the nation's largest rare coin investment firms and an affiliate
of Heritage Capital Corporation. During his tenure, Mr. Marus
changed the corporation name to U.S. Tangible Investment
Corporation, adding rare stamps to the product line and specialized
services and support to the investment community. Mr. Marus
successfully expanded company operations into Canada in 1986
establishing services in the provinces of Ontario, Alberta, British
Columbia, Nova Scotia, New Brunswick and Quebec. In 2000, Mr. Marus
formed Burnett Marus
Associates, a specialized marketing firm catering specifically
to the financial services and legal professions.
Eastern Michigan
University awarded Mr. Marus their prestigious Alumni
Achievement Award in 1986. He was named as the advisor to the
first limited partnership in rare U.S. coins in Australia in 1991.
In 1996, Mr. Marus was named to "Who's Who of Professionals". In
2004, Mr. Marus returned to private practice to form a private concierge service
specializing in providing rare coin acquisition services to
select financial advisors, estate attorneys and High net-worth
clients. He was recently retired from the National Board of
Directors of the International
Association of Registered Financial Consultants after
serving as Treasurer from 2004 to 2007; he had also
previously served on the national board for three consecutive
two-year terms (1990-1997) and also served as a member of the Board
of Directors of the Dallas-Fort Worth chapter of the International
Association for Financial Planning for six years (1982- 1988).
He has been a frequent and popular
guest on numerous radio and television talk shows in the United
States and Canada discussing tangible asset investments as well as
conducting many educational seminars on the topic. His courses
include Rare Coins and Trusts; Tangible Asset Basics for the
Financial Advisor ; Asset Allocation Strategies Using Tangible
Assets and The Use of Tangible Assets in Qualified Plans. Many
of the courses are acceptable for CPE credits for CPAs, CFPs, and
RFCs in the United States and for RFPs, CFPs, CGAs and CAs in
Canada. Among the organizations he has spoken for are: The National
Convention of the International Association of Registered Financial
Planners; IAFP Chapters in Long Island, Detroit, Dallas-Fort Worth;
San Antonio, Houston, Quad Cities, Birmingham, New Orleans and
Pittsburgh; the National Association of Insurance and Financial
Advisors ; the 2001, 2002, 2004, 2005, 2006 and 2007 Financial
Advisors Forum; the British Columbia Chapter and the British
Columbia North Chapter of the Canadian Association of Financial
Planners; the Iowa Medical Society; Eastern Michigan University;
Purdue University and the University of Tulsa. He is on the
Editorial Advisory Board of The Journal of Personal
Finance, published by Virginia Tech University, as well as a
regular contributing columnist.
His articles have been published in
Financial Planning, Coin
Connossieur, The Stanger Register, Ticker Magazine, The
Investment Advisor, The Journal of Personal Finance, The Financial
Times (Canada), The Financial Times (Great Britain), The Detroit
News, The New York Sun, The Montreal Gazette, The Vancouver
Sun and The Calgary Sun among others. His book, "U.S. Rare
Coin Investments; A Practical Guide for Financial Advisors" was
published in Fall 2003 and recently reviewed in the Journal of
Personal Finance, 2005, Vol 4, Issue 2. He resides in
Dallas with his wife, Shirley.
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