Burney has a track record of 35 years of results.

Find out more about our investment services:

The Master Portfolio: Combines a classic fundamental approach—an emphasis on solid, undervalued stocks—with expert stock selection.

Size and Style Responsive (SSR): Provides a consistent, analytic approach, while taking advantage of changing market conditions.

Both of our equity strategies, the Master Portfolio and Size and Style Responsive (SSR) 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 individual conditions. Both offer a history of client satisfaction.

Balanced Portfolios are created by combining one or both of our equity strategies with an appropriate mix of Bonds, Preferred Stocks, REITs, and International Equities.