Carlisle, PA Office

The Burney Company advises mostly individual investors — including high net worth clients — and also manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets across a multi-team advisory platform and provides discretionary equity portfolio management and financial planning, with tax preparation services available through an affiliated CPA firm.

The firm’s investment process blends proprietary fundamental and quantitative models, including a Size and Style Responsive (SSR) framework and a long-standing Burney Master Portfolio, and it offers customized, model, and master-replication account options. Burney also operates actively managed ETFs (BRNY and the recently launched BRES), uses those ETFs inside certain strategies (including a 130/30 long-short model), and provides OCIO and sub-advisory services to other advisory firms.

Noteworthy differences from many peers include Burney’s role as a sub-adviser and portfolio manager for investment company clients (the firm’s ETFs) and the practice of crediting ETF management fees against client advisory fees, a structure the brochure flags as a potential conflict addressed by internal policies. The brochure also describes custodial-related arrangements — such as deducting advisory fees directly from custodian-held accounts and handling Standing Letters of Authorization (SLOAs) — practices that the firm notes and that are less common among multi-team peers.