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Investment Management

Investment management with Burney Wealth Management

At Burney Wealth Management,  rather than invest clients in index funds to satisfy their asset allocation, our team of CFA Charterholders works with our CFP® professionals to build out asset allocation strategies that aim to maximize risk-adjusted returns.

Leaning on Burney’s decades of experience managing equity portfolios, our investment advisors adhere to asset allocation models that combine our proprietary Size and Style Responsive (SSR) Equity Strategy with funds in the International, Fixed Income and Alternative space that incorporate empirical research seeking to maximize expected returns.

Why the Burney Investment planning is different?

We do in-house research

We utilize in-house research produced by our team of analysts to implement the investment decisions.

We do not believe in conventional wisdom

We understand conventional wisdom is not always an appropriate solution, therefore we tailor plans to your individual needs and circumstances.

No high-cost products to implement clients

We do not rely on high-cost products such as annuities and loaded mutual funds to implement our clients’ investment plans.

We actively research

We actively research and implement alternative ideas to expand our clients' investment opportunities.

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Size and Style Responsive  Equity Strategy

The Size and Style Responsive Strategy (SSR) is a proprietary investment strategy based on the Style Analysis principles of Nobel laureate William Sharpe. He provided convincing evidence that Size – Large vs. Small market capitalization – and Style – Value vs. Growth – are the dominant variables in equity portfolio return. This discovery created opportunities for savvy investors.

Size Cycle - Rolling 36-Month Return Differentials

The chart above depicts rolling three-year return differentials between Small-Cap and Large-Cap stocks since the 1920s. Returns above zero indicate periods where Small-Cap outperforms Large-Cap; returns below indicate the reverse. Over the long run, Small-Cap stocks out-performed Large-Cap stocks. However, this return advantage is not consistent, as Large-Cap stocks periodically enjoy long periods, typically 3-6 years, of superior return.

Style Cycle: Rolling 12-Month Return Differentials

The chart above depicts rolling 12-month return differentials between Value and Growth stocks since 1979. Returns above zero indicate periods where Value out-performs Growth; returns below indicate the reverse. Over the long-term, Value stocks delivered higher returns; however, cycles typically 18 – 30 months long periodically occur where the reverse is true. Burney’s proprietary SSR strategy strives to capture the opportunities available during both Value and Growth, and Large and Small market phases.

Personalized Portfolios

At Burney Wealth, our investment advisors know that many clients cannot invest in cookie-cutter portfolios that do not take into consideration their personal situations. Some 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, our skilled investment advisors can work with you to build personalized portfolios that satisfy your requirements.

Workplace Restrictions
Our investment advisors 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.

Environmental, Social and Governance (ESG) Investing
In today’s day and age, many investors want to feel confident that their investment portfolio aligns with their own personal values. Investment strategies have been developed to incorporate Environmental, Social and Corporate Governance considerations.

While the body of research on this style of investing is growing, it is attractive for several reasons:

Our investment advisors build portfolios in accordance with our SSR Strategy that incorporates ESG considerations.

US Equities with Dividends
We generally take a total return approach to investing – that is, we aim to invest in a portfolio of stocks expected to generate higher returns independent of whether the underlying companies pay dividends. We acknowledge, however, that some investors prefer the comfort of dividends and others want their portfolio to produce income. If your preference is to invest in dividend paying companies, we offer our Size and Style Responsive Strategy with an emphasis on dividend paying stocks.

Asset Allocation

Our firm has specialized in building US Equity portfolios since 1974, but our asset allocation models include other asset classes like International Developed Markets, Emerging Markets, REITs, Fixed Income and Alternatives. Crafting and maintaining the right investment strategy based on realistic return expectations is essential in securing your financial future.

Most firms project the past forward to anticipate what will happen next, but blindly following convention is problematic when investment environments change. Our investment advisors adjust our forecast returns based on realistic expectations to accurately align your portfolio with your goals and objectives.

We take special care to include asset classes with low to no correlation to each other in order to maximize risk-adjusted returns. Fixed income is the asset class traditionally used to diversify the risk of investing in stocks, but bonds often see increased correlation with risk assets during times of financial distress and offer lower yields today than they did in the past.

We believe an allocation to the right kinds of alternative investments can increase the benefits of diversification.