Active Equity/CIO Support
Improve your research, stock selection, and portfolio construction. Access our boutique CIO support team with a 50 year track-record of strategic investment management.
Enhance your portfolio construction 
Outsourced Portfolio Management
Looking to provide your clients a sophisticated, unique approach to investing? We offer turnkey portfolio management solutions so you can focus on growing your business.
Elevate your investment offerings
Effectiveness.
Enhance your in-house investment decision making by engaging with our research team.
Empowerment.
Gain access to our proprietary equity ratings to better implement your strategy.
Efficiency.
Adopt best-in-class portfolio construction and rebalancing technology.
Bolster your value proposition with model portfolios tailored to you and your clients.
Be Original.
Differentiate your firm with portfolios that stand out against the competition.
Perform.
Offer your clients individualized investment portfolios with impressive, GIPS performance records.
Get Personal.
Discuss strategy models directly with our Investment Committee.
Active Equity/CIO Support
Improve your research, stock selection, and portfolio construction. Access our boutique CIO support team with a 50 year track-record of strategic investment management.
Enhance your portfolio construction
Strong investment returns don’t occur by accident.
Effectiveness.
Enhance your in-house investment decision making by engaging with our research team.
Empowerment.
Gain access to our proprietary equity ratings to better implement your strategy.
Efficiency.
Adopt best-in-class portfolio construction and rebalancing technology.
Outsourced Portfolio Management
Looking to provide your clients a sophisticated, unique approach to investing? We offer turnkey portfolio management solutions so you can focus on growing your business.
Elevate your investment offerings
Bolster your value proposition with model portfolios tailored to you and your clients.
Be Original.
Differentiate your firm with portfolios that stand out against the competition.
Perform.
Offer your clients individualized investment portfolios with impressive, GIPS performance records.
Get Personal.
Discuss strategy models directly with our Investment Committee.
The BAS
Difference
Burney Advisor Services is a platform that supports all aspects of your investment management—research, ratings, active stock selection, and full service portfolio management and trading—while being just a phone call away.
Nearly 50 years ago, advisors began using our active equity analytical system to grow their client portfolios. Seeing our tools and resources positively impact advisors and their clients, we expanded our support model to enable advisors to do even more.
The result is Burney Advisor Services. BAS provides what you need—and want—to meet your goals. Are you looking to add efficiency and effectiveness to your investment decision-making process? Or seeking a differentiated approach to model portfolio management? Let’s work together to get you there.
Achieve more with our industry-best solutions, including proprietary technology. Our SMA investment management and trading will set your firm apart.
Our highly credentialed Investment Committee has a combined 100+ years of investment experience.
BAS sets you up for success.
You choose the package of services that's best for you.
Active Equity/CIO Support
Tap into our research, analytics, and active equity resources to manage your client portfolios. We’ll train your team on our tools and ratings systems to better implement your strategy.
Market Commentary & Investment Research
Receive timely and pertinent information to support your investment decision making and your client communications.
Full Service Portfolio Management & Trading
Free up time and effort through the option of outsourcing your portfolio management and trading to our experienced team of experts.
Portfolio Transition Support
Partner with our team to transfer your portfolios, minimizing any disruption to your clients.
The BAS Community
Interact with our team of experts as well as the community of other BAS firms to share ideas, best practices and opportunities for growth.
Proprietary Technology & Cybersecurity
Enhance your practice with our proprietary operations and trading tech protected by industry leading cybersecurity.
Your path forward
Meet
Together, let’s discuss your goals, challenges, and what makes your practice unique to find out if BAS is the right fit for your business.
Transition
We’ll create a comprehensive integration plan, setting you up for a smooth transition.
Launch
You spend more time nurturing client relationships and less time worrying about transactions, technology and logistics.
Let's chat about how you can meet your goals by partnering with BAS