The Burney Master Portfolio was established to provide a measure of the effectiveness of the Burney Analytical System. It was initiated with the first ten stocks purchased for clients after the company’s founding in October 1974. The performance period depicted here is from January 1, 2000 to May 31, 2023 and is represented by the Master Composite. The Master Composite is comprised of actual accounts that have replicated the Master Portfolio since January 1, 2000 and are managed by Burney Partners, an affiliate of the Burney Company. Performance is presented net of commissions and management fees and reflects the reinvestment of dividends and capital gains.
Past performance is not a guarantee of future results. Equity investments include the risk of loss. Individual portfolios are specially tailored to meet the investment objectives and risk tolerance of the client and as a result, may not hold the same stocks that comprise the Master Portfolio. Most clients elect to have personalized portfolios; however, some client portfolios mirror the Master Portfolio and their respective performance results obtained do not differ materially from those shown here. Portfolios with significant fixed income and money market investments have underperformed the Master Portfolio.
We compare the performance of the Master Portfolio to the Standard & Poor’s 500 Index (S&P 500) as this index is considered a surrogate for the overall market and is composed of the stocks of 500 of the largest companies listed on U.S. exchanges. The S&P 500 is market-cap-weighted, which means that the importance of individual stocks in the index depends upon the stock’s market value. The performance of the S&P 500 includes dividends, but not commissions and management fee expenses.
According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Burney Company self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings. More information
For RIAs to qualify for the FT 300, the Financial Times considered advisor AUM that had to be $300 million or more, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times for inclusion in the FT 300. More information
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To be considered for this ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a primary focus. More information
Northern Virginia Magazine
The Top Financial Professionals listing is created from survey votes by peers in the financial industry from the following categories: broker, financial planner, insurance adviser, investment adviser and tax accountant. More information