Research-powered performance: institutional investment solutions for RIAs
Become a better steward of your clients’ capital with Burney’s research, active strategies, and customized solutions
Since 1974, Burney has empowered advisors with sophisticated investment capabilities that perform. Our quantitative equity ratings system, GIPS-compliant active strategies, and innovative approaches like our 130-30 long-short strategy help you stand out in a crowded marketplace while delivering better outcomes for your clients.
Access Sophisticated Research
Our proprietary equity ratings cover over 2,800 US stocks, driven by quantitative and fundamental analysis. Get real-time stock ratings, daily market commentary, and actionable investment insights that can be repurposed for your clients.
See Our Research Capabilities →Differentiate your Offering
Our separately managed account strategies feature a 25-year track record of active investment management. Available at your preferred custodian, these solutions offer impressive GIPS-compliant performance with the flexibility to customize for client-specific needs.
Explore Our Strategies →Strengthen your Practice
Looking for a new home for your practice? Burney offers a supportive environment where independence meets collaboration. Our 50-year culture of advisor success provides the foundation for your next chapter.
Join Burney →The BAS Difference
Burney Advisor Services is a platform that supports all aspects of your investment management: research, ratings, active stock selection, and portfolio management, 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. We provide 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.
Investment Committee Excellence
Tax-Efficient Implementation
Ready to strengthen your investment management?
Let’s discuss how Burney can help you deliver better client outcomes through sophisticated research, active management, and customized solutions.