Although our techniques evolve with the market, our fundamental principles remain true to those developed by Jack Burney half a century ago. Below are key elements that guide our program:

Asset Allocation - Every Investor's Most Important Decision!

While equities provide the greatest long-term return opportunity, non-equity allocations are used to create income, provide stability and enhance portfolio diversity. Bonds, Preferred Stocks, Real Estate Investment Trusts (REITs) and International Equities are the major diversifying assets. However, how much to allocate to each is much more than just a function of age. Temperament, investment experience, income requirements and an investor's true time horizon (investing for themselves vs. their heirs) are integral. Rebalancing is a key aspect to retain targeted portfolio diversity.

Objectivity

While economic fundamentals drive stock prices over time, emotions often dominate in the short run. Therefore at any given time, stocks may be priced over or under their true value. Burney’s systematic, long-term approach evaluates the market’s fundamental and emotional state, identifying opportunities to exploit and dangers to avoid.

                  “Major Asset Class 'Real' Returns“

Analysis

Burney analysts seek to exploit persistent market inefficiencies, or market pricing “mistakes.” We are experts at identifying undervalued stocks. Our dynamic library contains over two thousand factors fundamentally measuring five key company elements: Growth, Valuation, Profitability, Safety and Technical attributes. Burney’s systematic, analytical approach, developed over the past 50 years, identifies opportunities and provides an effective way to enhance long-term return.

Tax Efficiency

Burney maximizes tax efficiency as a natural consequence of our patient investment approach. For taxable accounts, sizeable realized gains are typically deferred until long-term.

In addition to a sound philosophy, we provide a personal approach that represents a true partnership with our clients.