The Burney Master Portfolio

A traditional approach to investing with a focus on solid, undervalued stocks.

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Size & Style Responsive (SSR)

SSR is a proprietary strategy based on the Style Analysis principles of Nobel laureate William Sharpe.

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Personalized Portfolios

Whether you have workplace restrictions or want your investments to reflect your values, we can work with you to build portfolios that meet your needs.

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Stock Selection

Our proprietary model evaluates companies according to key growth, valuation, profitability, safety and technical attributes to establish which stocks to buy and which to avoid.

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