A dynamic, client-centric approach
Investment Management
Take control of your clients’ portfolios with our institutional-quality investment strategies & trading.
Tech Stack
Built on open architecture with API integration across world-renowned, industry-accepted platforms.
In-House Research Team
Get access to our team and assistance with building portfolios (we have a 50-year track record of creating alpha for clients)
Compliance Support
Full compliance oversight and regulatory support to ensure your practice meets all requirements.
Custodial Options
Flexible custodial relationships that work with your existing setup or help you transition to new platforms.
Client Support
Dedicated support teams to assist with client service, operational questions, and ongoing practice management needs.
FAQs about Burney's wealth management platform
Do I maintain ownership of my book of business when partnering with Burney?
Yes, absolutely. Burney's model is built on empowering independent advisors while maintaining full ownership of your book of business. You retain complete control over your client relationships and practice operations while gaining access to our institutional-quality investment management and operational support.
What investment management services does Burney provide?
Burney offers comprehensive investment management including our proprietary Size & Style Responsive equity strategies, custom asset allocation models, alternative investments integration, and separate account management. Our 50-year track record includes GIPS-compliant performance across multiple investment models, with our firm-wide AUM growing faster than the S&P 500 over the last 20 years.
How does Burney handle trading and portfolio management?
Typically the advisor handles their own trading. That said, Burney can handle trading for a low additional fee. Our experienced trading team can manage all portfolio transactions and provide model-based trading for your existing strategies.
What technology platforms & tools are included in Burney's Wealth Management platform?
Our service is designed to integrate with your existing operations. We provide support for portfolio construction, asset allocation, and risk management that complements your in-house capabilities, allowing you to enhance your offerings without disrupting your current workflows. The level of customization that you prefer will influence the depth of our integration. Schedule a meeting and we can walk you through the process.
What custodial relationships does Burney support, and can I keep my existing custodian?
Burney works with multiple custodians including Charles Schwab and Goldman Sachs (Folio). Due to our scale, we maintain enhanced service levels and dedicated support at each custodian. We can often accommodate your existing custodial relationships, and our team will work with you to determine the best custodial solution for your practice needs.
How does Burney handle compliance & regulatory requirements?
Our head of compliance is a former SEC and FINRA litigator who provides full compliance oversight including ADV filings, trading compliance, required disclosures, SEC examination support, data records management, and technology compliance. We also provide timely review of your marketing materials with quick turnarounds, ensuring you stay compliant while growing your practice.
What does the transition process look like when joining Burney's platform?
Our transition process follows three key phases: 1) Meet - We discuss your goals and challenges to ensure alignment, 2) Transition - We create a comprehensive integration plan with dedicated support to minimize client disruption, and 3) Thrive - You focus on client relationships and growth while we handle operational complexities. Our portfolio transition support team specializes in transferring portfolios with minimal disruption to your clients.
Does Burney offer paraplanning and CFP support services?
Yes, you can hire Burney's paraplanners for an additional fee. We offer centralized paraplanning services in eMoney to handle financial plan development and maintenance, plus access to our CFPs for questions and specific research. We also provide a year-round financial planning calendar with built-in workflows to create a consistent client experience.
What research and commentary does Burney provide that I can share with clients?
You'll receive daily market commentary on material market news and events in easily consumable formats, including content you can repurpose for your clients. Our CFA research analysts provide economic research, talking points, and can be tasked for specific equity, bond, and alternatives research. You'll also have access to monthly Equity and Asset Allocation Committee meetings led by our research team.