PERSONAL PORTFOLIO MANAGEMENT

Since 1974, The Burney Company has been dedicated to the success of the individual investor. The Burney Company extends this commitment through offering access to highly personalized services—expert account management typically available only at the institutional level.

An Advisor Dedicated to Your Success

Your portfolio manager will work closely with you to achieve your investment objectives. He or she will tailor a portfolio specifically for you in accordance with your guidance; and in so doing will consider your financial situation, income, other investments, tax situation, stage in life, and family obligations. Your portfolio manager can serve you best by developing a close, personal / professional relationship with you; a convenience during good markets, essential in times of turbulence.

A Process Designed for Your Portfolio’s Growth

A part of the process of becoming associated with The Burney Company is to select a brokerage where your assets are held and trades are executed. You may select any brokerage you want. We can assist you in this selection by recommending reputable brokers with competitive commission rates and quality service. To maintain our focus on working solely for you, we are not affiliated with any brokerage nor do we receive compensation from any of them. This independence ensures that our interest remains aligned with yours - the growth of your portfolio, not the volume of transactions.

As your Portfolio Manager builds your portfolio, you will receive from your broker prompt written notification of each transaction, monthly statements showing the market value of your holdings, and year-end income tax information. Your Portfolio Manager will provide quarterly reports of the status and performance of your portfolio and is always available to discuss your investments.