The Burney Company
Overview
Established in 1974, The Burney Company is a private investment firm based in Reston, Virginia, offering a wide range of investment management and wealth advisory services to individuals, families, and institutions. The firm specializes in equity portfolio management, fixed income, private equity, hedge funds, real estate, commodities, crypto, and ESG and impact investing, providing tailored solutions to meet diverse client needs. The Burney Company's investment strategy is characterized by a disciplined, structured process that combines quantitative models with fundamental analysis. This approach enables the firm to adapt to various market conditions while maintaining a focus on long-term objectives. The firm offers services such as discretionary investment management for individuals and families, outsourced Chief Investment Officer (CIO) solutions for institutions, and its own factor-based exchange-traded funds (ETFs). With over 50 years of experience, The Burney Company has built a reputation for its commitment to fiduciary responsibility and client-centric philosophy. The firm's team of professionals, many holding advanced certifications and degrees, collaborates to deliver comprehensive financial strategies that encompass investment management, tax planning, estate planning, and retirement planning. This holistic approach aims to enhance investor outcomes and support clients in achieving their financial goals.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about The Burney Company
What sectors does The Burney Company invest in?
The Burney Company invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Materials, and is based in Virginia, United States. The Burney Company is listed as a private investment firm in the ConnectSafely investor database.
What stage does The Burney Company invest at?
The Burney Company backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 5M - 50M.
Which regions does The Burney Company invest in?
The Burney Company invests across United States.
What companies has The Burney Company invested in?
The Burney Company's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database