--- title: Burney Investment Management - Registered Investment Advisor description: The Burney Company is an SEC Registered Investment Advisor established in 1974, specializing in stock selection and portfolio management. Contact us today. image: https://burneyinvest.com/hubfs/theme/hero_home.jpg --- [Skip to content](https://burneyinvest.com#main-content) [![Burney Investment Management](https://burneyinvest.com/hs-fs/hubfs/theme/Burney_Invest_Color_Horizontal_%232b.png?width=300&height=110&name=Burney_Invest_Color_Horizontal_%232b.png "Burney Investment Management")](https://burneyinvest.com/?hsLang=en) - About - [Company Overview](https://burneyinvest.com/about) - [Burney Difference](https://burneyinvest.com/the-burney-difference) - Strategies - [Size & Style Responsive](https://burneyinvest.com/strategies/size-style-responsive-ssr/) - [The Burney Master Portfolio](https://burneyinvest.com/strategies/the-burney-master-portfolio/) - [Personalized Portfolios](https://burneyinvest.com/strategies/personalized-portfolios/) - [Stock Selection](https://burneyinvest.com/strategies/stock-selection/) - [Team](https://burneyinvest.com/team) - [Resources](https://burneyinvest.com/blog) - [Get In Touch](https://burneyinvest.com/contact) # Sophisticated Investment Management Maximize your opportunities with our proprietary, tax-efficient U.S. equity strategies and forward-looking asset allocation models. [Get in Touch](https://burneyinvest.com/contact?hsLang=en) ![burney-invest-collage](https://burneyinvest.com/hubfs/burney-invest-collage.svg) ![](https://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/dots_lb1.svg) ## Equity Specialists since 1974 The Burney Company is an SEC-registered Investment Advisor. For 50 years we’ve helped guide investors through booms and busts, recessions and expansions. We all have dreams and ambitions. Whatever your long-term goals, we are here to help you meet them. ## Work with a nationally recognized team of fiduciaries. Click on logos for award criteria. [![FA 100 2025](https://burneyinvest.com/hubfs/FA%20100%202025%20white%20background.png) CNBC FA 100 2019-2025](https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology-2025.html) CNBC’s annual FA 100 ranking was published on 10/1/2025 for the year 2025.  The Burney Company did not pay CNBC any compensation for being considered for the list, however, Burney Company does pay a licensing fee to use the CNBC logo in marketing materials.  A link to the CNBC selection criteria can be found by going to [https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology-2025.html](https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology-2025.html). The CNBC award was given to The Burney Company, which includes portfolio managers associated with Burney Wealth Management and nine other affiliated portfolio managers. [![award_barrons](https://burneyinvest.com/hubfs/theme/award_barrons.webp) Barrons Top 1200 2014-2026](https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1) Barrons Top 1200 ranking was published on 3/10/2026 for the year 2026. The Burney Company did not pay Barrons any compensation for being considered for the list, however, Burney Company does pay an annual fee for access to its “Digital Marketing Package” that provides Burney with an upgraded online profile. A link to Barrons selection criteria can be found by going to [https://www.barrons.com](https://www.barrons.com/advisor/report/top-financial-advisors/1000/2023?page=1&mod=faranking_2023). The Barrons award was presented to Burney President Lowell Pratt. ## Investment Management Strategies ![icon_size_style](https://burneyinvest.com/hubfs/theme/icon_size_style.svg) #### Size & Style Responsive (SSR) SSR is a proprietary strategy based on the Style Analysis principles of Nobel laureate William Sharpe. [Learn More](https://burneyinvest.com/strategies/size-style-responsive-ssr/?hsLang=en) ![icon_personal_portfolio](https://burneyinvest.com/hubfs/theme/icon_personal_portfolio.svg) #### Personalized Portfolios Whether you have workplace restrictions or want your investments to reflect your values, we can work with you to build portfolios that meet your needs. [Learn More](https://burneyinvest.com/strategies/personalized-portfolios/?hsLang=en) ![icon_master_portfolio](https://burneyinvest.com/hubfs/theme/icon_master_portfolio.svg) #### The Burney Master Portfolio A traditional approach to investing with a focus on solid, undervalued stocks. [Learn More](https://burneyinvest.com/strategies/the-burney-master-portfolio/?hsLang=en) ![icon_stock_selection](https://burneyinvest.com/hubfs/theme/icon_stock_selection.svg) #### Stock Selection Our proprietary model evaluates companies according to key growth, valuation, profitability, safety and technical attributes to establish which stocks to buy and which to avoid. [Learn More](https://burneyinvest.com/strategies/stock-selection/?hsLang=en) ### Wealth Management Services We offer customized, holistic solutions that promote active attention and care across all contributing areas of your wealth. [Get Started](https://burneywealth.com/) ![bwm-logo](https://burneyinvest.com/hs-fs/hubfs/theme/bwm-logo.png?width=200&height=75&name=bwm-logo.png) ## Our Recent Articles [Visit Our Blog](https://burneyinvest.com/blog?hsLang=en) 3.26.2024 ##### [Performance Matters - 7 Steps Toward More Effective Investing](https://burneyinvest.com/blog/performance-matters-7-steps-toward-more-effective-investing?hsLang=en) [![](https://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg)](https://burneyinvest.com/blog/performance-matters-7-steps-toward-more-effective-investing?hsLang=en) 7.20.2022 ##### [How the Fed Fell Behind the Curve](https://burneyinvest.com/blog/how-the-fed-fell-behind-the-curve?hsLang=en) [![](https://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg)](https://burneyinvest.com/blog/how-the-fed-fell-behind-the-curve?hsLang=en) 3.26.2020 ##### [How to Read VIX and VIX Term Structure](https://burneyinvest.com/blog/how-to-read-vix-and-vix-term-spread?hsLang=en) [![](https://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg)](https://burneyinvest.com/blog/how-to-read-vix-and-vix-term-spread?hsLang=en) ## Hear from our clients Burney advisors are honest and upfront with you. You won't get a sales pitch. They'll tell you the facts of life. I felt like they were taking care of me personally, not just the money. Retiree transitioning to living off their portfolio We loved the second appointment with Burney because it was structured. They had a process and had great questions about our life. It was almost like a life planning process. Business owner planning for retirement I trust their knowledge. The advice they're giving is sound, knowing tax laws, nuances and other policies like when we can withdraw. Burney thinks about you and your specific needs and what you have to look forward to." It’s about us, and how they can help us. Corporate executive preparing for life after work **Disclosure:** This testimonial was given by a current client of Burney Company. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because Burney Company has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered. ![](https://burneyinvest.com/hubfs/theme/burney-invest-logo-white-1-1.png) - [Size & Style Responsive](https://burneyinvest.com/strategies/size-style-responsive-ssr/) - [Burney Master Portfolio](https://burneyinvest.com/strategies/the-burney-master-portfolio/) - [Personalized Portfolios](https://burneyinvest.com/strategies/personalized-portfolios/) - [Stock Selection](https://burneyinvest.com/strategies/stock-selection/) - [About](https://burneyinvest.com/about) - [Team](https://burneyinvest.com/team) - [Resources](https://burneyinvest.com/blog) - [Contact](https://burneyinvest.com/contact) **Headquarters** 1800 Alexander Bell Dr. STE 510 Reston, VA 20191 Advisory services are offered through the Burney Company, an investment advisor registered with the U.S. Securities & Exchange Commission. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. © 2026 Burney Wealth Management | [Research](https://burneyinvest.com/research?hsLang=en) | [Privacy Statement](https://burneyinvest.com/privacy-policy?hsLang=en) | [Terms & Conditions](https://burneyinvest.com/terms-and-conditions?hsLang=en) | [Disclosures](https://burneyinvest.com/disclosures?hsLang=en) | [ADV](https://44214779.fs1.hubspotusercontent-na1.net/hubfs/44214779/Burney%20Company%20ADV%20Part%202A%20IM%2026%20REV.pdf) | [Form CRS (ADV Part 3)](https://44214779.fs1.hubspotusercontent-na1.net/hubfs/44214779/Burney%20Company%20Form%20CRS_March%202026.pdf)