A Tradition of Strong Performance

The Burney Company combines a remarkable record of success and an uncompromising dedication to the individual investor. Since it's inception in 1974, Burney's Master Portfolio has realized exceptional long-term performance. Individually managed portfolios have also attained outstanding results.

Investment Services

Our Customized Portfolios and the Burney Master Portfolio combine a strategic perspective on Size and Style with Burney's world class stock selection methodology. The Master Portfolio provides a classic value-oriented approach, while a customized portfolio is more adaptive to each client's specific situation. Both offer a history of client satisfaction.

Customized Portfolios

The Burney Company's proprietary stock selection process is combined with the Size and Style Analysis principles of Nobel Laureate William Sharpe. Sharpe discovered and proved that Size and Style are the most important variables in determining an equity portfolio's return. This advantage can provide outstanding opportunities for savvy investors.

Over the long-term, Small-Cap stocks have outperformed Large-Cap stocks. However, this return advantage is not consistent, as Large-Cap stocks periodically enjoy long periods (typically 3-6 years) of superior return. Burney's investment strategy exploits this by adjusting portfolios to capture the opportunities available during both Large- and Small-Cap market phases.

Similarly, Value stocks have delivered higher returns; however, cycles (typically 18 - 30 months long) periodically occur where the reverse is true. Burney's investment strategy captures the opportunities available during both Value and Growth market phases.