Bryn Mawr, PA Office

Burnett Lane Advisors provides discretionary investment management and non-discretionary advisory services, with financial planning included alongside portfolio management, to individuals and families, trusts and estates, retirement accounts, charitable organizations, and small institutions. The firm is newly formed and reported no assets under management at the time of its initial brochure filing and operates with a single advisory professional.

The firm follows a quantitative, performance-focused, long-term investment approach and commonly benchmarks strategies to indices such as the Nasdaq-100, typically using equities, ETFs, and index-based instruments. BLA may employ leveraged and inverse ETFs and limited option strategies when authorized, offers performance-based fee arrangements subject to hurdles and high-water marks, and uses trade aggregation and allocation policies to address side‑by‑side management conflicts.

Notable distinctions include the firm’s start-up status with no AUM at inception and its founder’s background in senior institutional finance roles, which may differentiate its perspective from peers that primarily manage pooled or institutional vehicles. Other uncommon features include a declining liquidity charge on early withdrawals, inclusion of financial planning at no separate charge with portfolio management, and the principal’s continued part‑time involvement in an unrelated non‑financial business.