Sophisticated Investment Management

Maximize your opportunities with our proprietary, tax-efficient U.S. equity strategies and forward-looking asset allocation models.

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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.

Investment Management Strategies


Size & Style Responsive (SSR)

SSR is a proprietary strategy based on the Style Analysis principles of Nobel laureate William Sharpe.

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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.

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The Burney Master Portfolio

A traditional approach to investing with a focus on solid, undervalued stocks.

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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.

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Wealth Management Services

We offer customized, holistic solutions that promote active attention and care across all contributing areas of your wealth.

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Hear from our clients

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.