.cls-1{fill:#fff;}Artboard 1 Personalized Portfolios Many people do not have the flexibility to invest in cookie-cutter portfolios that do not consider their personal situations. Some investors have workplace restrictions limiting the companies in which they can invest. Some people want to feel comfortable that their investments reflect their values. Whatever your restrictions are, we can work with you to build personalized portfolios that satisfy your requirements. Workplace Restrictions We have years of experience managing portfolios for clients who work at public accounting firms, consulting firms and other firms with investment restrictions to avoid potential conflicts of interest. We will work closely with you and your firm’s compliance system to design and implement our investment strategies that stay in compliance with your independence requirements. Strategies navigation Previous Previous post: Size & Style Responsive (SSR) Next Next post: Stock Selection 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)