If you are serious about growing your investments, consider a company with a history of results. Burney Partners combines a remarkable record of success with long-standing dedication to the individual investor.

We are the ideal choice for clients who are careful about risk yet are not ready to resign themselves to low returns.

Our philosophy is built upon:

   • Objectivity
   • Strategic proprietary analysis
   • Tax efficiency

Burney Partners is an affiliate of The Burney Company, an SEC-registered investment advisor established in 1974. We have helped guide investors through booms and busts, recessions and expansions. Burney’s structured, fundamental approach to equity analysis and portfolio management has guided our success.

Long-Term Relationships
We are true Fee-Only investment advisors, committed to providing our clients with insight and expert advice. We do not sell investment products of any kind. Burney Partners receives no compensation from brokerage firms; this ensures we align our interests with those of our clients.

For 35 years, we have helped individual investors reach their objectives – such as a comfortable retirement, an outstanding education for their children, or simply a stronger financial position.

We invite you to explore our philosophy and strategies. Then contact us to discuss how Burney Partners can help you achieve your goals.

 

 

 

 

 

“To obtain better than average investment results over a long pull requires a policy of selection or operation possessing a twofold merit: (1) It must meet objective or rational test of underlying soundness; and (2) it must be different from the policy followed by most investors or speculators.”

– Benjamin Graham
 
 
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