Differentiate your firm with originality and customization
Many advisors find it challenging to differentiate their services in a highly competitive market. Conventional investment platforms are limited in this regard, with most offerings lacking the flexibility to customize according to the firm or individual client’s needs.
As a firm that has always been a collection of independent minded advisors, customization is our default setting. Therefore, it was an obvious transition for us to offer customization within our OCIO platform. We empower advisors with the ability to choose from a broad range of assets, including traditional and alternative investments, to craft portfolios that suit various investment profiles and objectives.
With support incorporating alternative investments, such as private credit and managed futures, advisors can enhance the diversity of their portfolio offering to attract new prospects.
How Advisory Firms Use Our Outsourced CIO Service
Equity models for RIAs to implement at a stock ticker level
A real time stock rating on over 2800 US equities
Daily commentary in easily consumed formats that you can re-purpose for your clients
Access our intranet & slack channels to collaborate daily with other advisors
All the information you need to offer asset allocation for your final planning clients – at a ticker level
FAQs about using Burney Advisor Services for Outsourced CIO
In 2024, the Burney Company celebrated over 50 years of achievement as an investment advisory firm. Our firm has successfully managed numerous investment cycles, demonstrating resilience and adaptability.
With a firm-wide (AUM) that has grown faster than the S&P 500 over the last 20 years, Burney has proven its ability to deliver superior investment returns. Additionally, we manage nearly $3 billion in AUM across more than 1900 client accounts; a testament to our trusted and effective investment methodology.
This long-standing track record of success is a cornerstone of our reputation and a key reason why advisors should choose Burney Advisor Services.
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.
Yes, customization is a core feature of our service. You can work with our team to develop personalized investment strategies that reflect the specific needs and goals of your clients, utilizing our comprehensive range of assets and sophisticated equity models.
New users receive extensive support starting with an initial onboarding process, ongoing training sessions, and direct access to our research team. Our dedicated support ensures that you can maximize the benefits of our service for your clients and your business.
Our Outsourced CIO service is competitively priced at just 10 basis points. This fee structure is designed to provide a high-value service that supports more profitable and sustainable business models at scale, with a lower cost for clients and better long-term compounding.