Investment management is the sole endeavor of the Burney Company. Most of our clients are individuals.
Portfolio managers are self-employed, under contract to the company.
This system was developed by the company's president, John C. Burney, a retired army brigadier general who formed The Burney Company in 1974. His sole business is investment management. The company's analyses are based primarily on data from company quarterly and annual reports, 10K's, financial newspapers and magazines, and services such as Value Line and Standard and Poor's reports. Our accounts are discretionary, but clients direct the amount of funds to be invested in securities. Accounts are reviewed formally by portfolio managers quarterly, at which time a report is prepared to each client.