.cls-1{fill:#fff;}Artboard 1 Disclosures Master Disclosure The Burney Master Portfolio was established to provide a measure of the effectiveness of the Burney Analytical System. It was initiated with the first ten stocks purchased for clients after the company’s founding in October 1974. The performance period depicted here is from January 1, 2000 to July 31, 2018 and is represented by the Master Composite. The Master Composite is comprised of actual accounts that have replicated the Master Portfolio since January 1, 2000 and are managed by Burney Partners, an affiliate of the Burney Company. Performance is presented net of commissions and management fees and reflects the reinvestment of dividends and capital gains. Past performance is not a guarantee of future results. Equity investments include the risk of loss. Individual portfolios are specially tailored to meet the investment objectives and risk tolerance of the client and as a result, may not hold the same stocks that comprise the Master Portfolio. Most clients elect to have personalized portfolios; however, some client portfolios mirror the Master Portfolio and their respective performance results obtained do not differ materially from those shown here. Portfolios with significant fixed income and money market investments have underperformed the Master Portfolio. We compare the performance of the Master Portfolio to the Standard & Poor’s 500 Index (S&P 500) as this index is considered a surrogate for the overall market and is composed of the stocks of 500 of the largest companies listed on U.S. exchanges. The S&P 500 is market-cap-weighted, which means that the importance of individual stocks in the index depends upon the stock’s market value. The performance of the S&P 500 includes dividends, but not commissions and management fee expenses. Find out more about what we can do for you. 1800 Alexander Bell Drive Suite 510 Reston, VA 20191 866-9-BURNEY Quick Links Company Overview The Burney Difference Strategies Team Blog Contact Copyright © 2021 Burney Investment Management. All rights reserved. Research Privacy Statement Disclosures ADV Form CRS (ADV Part 3)

.cls-1{fill:#fff;}Artboard 1 Strategies The Burney Master Portfolio A traditional approach to investing with a focus on solid, undervalued stocks. LEARN MORE Size & Style Responsive (SSR) SSR is a proprietary strategy based on the Style Analysis principles of Nobel laureate William Sharpe. LEARN MORE Personalized Portfolios Whether you have workplace restrictions or want your investments to reflect your values, we can work with you to build portfolios that meet your needs. LEARN MORE Stock Selection Our proprietary model evaluates companies according to key growth, valuation, profitability, safety and technical attributes to establish which stocks to buy and which to avoid. LEARN MORE Find out more about what we can do for you. 1800 Alexander Bell Drive Suite 510 Reston, VA 20191 866-9-BURNEY Quick Links Company Overview The Burney Difference Strategies Team Blog Contact Copyright © 2021 Burney Investment Management. All rights reserved. Research Privacy Statement Disclosures ADV Form CRS (ADV Part 3)