The Burney

In 1974, Jack Burney embarked on a pioneering journey by launching one of the first fiduciary investment advisory firms. His vision was to provide investors with a structured investment process, aimed at improving their investment outcomes. Over the years, the financial landscape has evolved, and client needs have shifted. However, Jack's core principle remains unchanged: to empower investors to make more informed investment decisions.

Today, The Burney Company continues to uphold this principle by offering a range of services tailored to meet the diverse needs of our clients. Our team comprises seasoned professionals with decades of experience in investment management, financial planning, tax planning, estate planning, and retirement planning. We pride ourselves on our commitment to delivering personalized, tax-efficient strategies that align with each client's unique financial goals.

For Individuals and Families

Our services for individuals and families are designed to provide comprehensive financial solutions. These include:

• Investment Management: Our team of experienced portfolio managers will work closely with you to manage your investment portfolio. We employ our proprietary, tax-efficient US equity strategy and forward-looking asset allocation models to ensure your investments are balanced to meet your risk tolerance and return expectations.

• Comprehensive Wealth Management: We understand that financial planning goes beyond just investments. Our comprehensive wealth management services encompass a range of offerings including financial planning, investment management, tax planning, estate planning, and retirement planning. Our goal is to help you build a tailored financial strategy that aligns with your personal and financial objectives.

• Proactive Tax Planning & Preparation: Our tax planning and preparation services are designed to provide you with a seamless experience. Our team of experienced tax professionals will work closely with your financial advisor to ensure that your tax strategy complements your overall financial plan. We believe in proactive tax planning and will work with you throughout the year to minimize your tax liabilities and maximize your savings.

For Firms and Institutions

In addition to our services for individuals and families, we also offer solutions for firms and institutions. These include:

• Outsourced CIO & Separately Managed Accounts: For advisors or advisory teams looking to enhance their research, stock selection, and portfolio construction, we offer our expertise as an outsourced CIO. Our separately managed accounts provide access to our proprietary investment strategies and can be customized to meet the specific needs of your clients.

• Burney U.S. Factor Rotation ETF: This ETF employs our most effective Size and Style Responsive strategy in a tax-efficient ETF wrapper. It provides investors with the opportunity to access our investment expertise in a convenient and cost-effective manner.

Awards and Recognition

We are proud to have received numerous awards and recognitions for our services. These include:

• CNBC FA 100: We have been consistently ranked among the top 100 fee-only wealth management firms by CNBC. This award is a testament to our commitment to providing high-quality, client-centered services.

• Barron's Top 1200: Our team has been recognized by Barron's as one of the top financial advisors in the country. This recognition reflects our dedication to delivering exceptional investment management and wealth management services.

• Financial Times Top Advisors: We have been featured in the Financial Times' list of top financial advisors. This award acknowledges our expertise in providing comprehensive financial solutions to our clients.

At The Burney Company, we believe in the power of collaboration and teamwork. Our team of experienced professionals is dedicated to helping you achieve your financial goals. Whether you are an individual, family, firm, or institution, we are committed to providing you with the highest level of service and expertise.