Since 1974, Burney has been dedicated to the success of the individual investor. Burney Associates 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

Each client is assigned a Portfolio Manager who will tailor their accounts to meet their specific objectives. The manager looks at various factors including:

    • Investment goals
    • Temperament
    • Investment Experience
    • Income Requirements
    • Investor's True Time Horizon (Investing for Themselves VS.
       Heirs)

The building of trust and confidence that takes place between clients and their Portfolio Manager is the foundation for a solid, enduring relationship—a convenience during good markets, essential in times of turbulence.

A Process Designed for Your Portfolio’s Growth

Investing with Burney Associates is straightforward. It’s easy to get started:

1. Clients select a brokerage firm where assets are held and trades are executed. Burney Associates can make recommendations, but has no brokerage affiliations and receives no compensation from them.

2. Working together, the client and portfolio manager decide which strategy will be most effective for that client’s particular situation. The client’s portfolio is structured accordingly.

3. To keep our clients informed, Burney Associates provides quarterly reports and other communications pertaining to significant market trends and events.