Although our techniques evolve with the market, our fundamental principles remain true to those developed by Jack Burney half a century ago. Below are key elements that guide our program:

Equity Focus
Stocks are clearly superior to bonds for long-term investors. Over long investment horizons, bonds sacrifice substantial return while only moderately reducing risk. Stocks provide substantial opportunity; a seasoned investment approach mitigates risk.

Objectivity
Although stock prices follow fundamental worth over time, investors’ emotions affect stock prices significantly in the short-term. Therefore at any given time, stocks may be priced over or under their true value. Burney’s systematic, long-term approach evaluates the market’s fundamental and emotional state, identifying opportunities to exploit and dangers to avoid.

                  “S&P 500 – Actual vs. Fundamental Worth”

Analysis
Burney analysts know how to exploit persistent market inefficiencies, or market pricing “mistakes.” We are experts at identifying undervalued stocks. Our dynamic library contains over a thousand factors measuring five key company elements: Growth, Valuation, Profitability, Safety and Technical attributes. Burney’s systematic, analytical approach, developed over the past 50 years, identifies opportunities and provides an effective way to enhance long-term return.

Tax Efficiency
Burney maximizes tax efficiency as a natural consequence of our patient investment approach. For taxable accounts, sizeable realized gains are typically deferred until long-term.

In addition to a sound philosophy, we provide a personal approach that represents a true partnership with our clients.