wiseradvisor

Ken Stanley Col. USAF (Ret.) - VP
The Burney Company

Tel: (703) 281-1191
200 Ridgewood Ct NE
Vienna, VA 22180

Trust, Integrity and Experience


About The Burney Company

The Burney Company is an equity research and investment management firm that seeks to maximize long-term returns through the use of proprietary fundamental quantitative techniques and analysis. Founded in 1974 by Brig. General Jack Burney who pioneered work in this area beginning in the early 1950s, Burney expanded from its Falls Church headquarters to offices around the country.

We combine state-of-the art analysis, decades of experience, and old-fashioned personal service to deliver exceptional returns. We seek to exploit persistent market inefficiencies, or market pricing “mistakes.” We are experts at identifying undervalued stocks. Our dynamic library contains over two thousand factors fundamentally measuring five key company elements: Growth, Valuation, Profitability, Safety and Technical attributes. Burney's systematic, analytical approach, developed over the past 50 years, identifies opportunities and provides an effective way to enhance long-term return.

Burney Investment Services, Inc. is an affiliate of The Burney Company, an SEC-registered investment advisor. We have helped guide investors through booms and busts, recessions and expansions. You have dreams to achieve...ambitions to realize. Perhaps you desire a comfortable retirement, an outstanding education for your children, or simply the opportunity to strengthen your financial position. Whatever your long-term goals, we are here to help you meet them.


General Information

Firm Start Year:   1974
No.of Employees:   20-49
Name of Custodial Firm:   Any Brokerage House
States Licensed in:   AL,AK,AZ,AR,CA,CO,CT,DE,DC,FL, GA,HI,ID,IL,IN,IA,KS,KY,LA,ME, MD,MA,MI,MN,MS,MO,MT,NE,NV, NH,NJ,NM,NY,NC,ND,OH,OK,OR, PA,RI,SC,SD,TN,TX,UT,VT,VI,VA, WA,WV,WI
Number of Years with Current Firm:   30+
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:   Via email, At my office, At your office, Via phone, At your home


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   3262
Firm's Number of Planning Clients:   0
Firm's Number of Managed Clients:   3262
Assets Managed by Firm:   $1,400,000,000
Advisor's Number of Clients:   83
Advisor's Number of Managed Clients:   83
Advisor's Number of Planning Clients:   0
Assets Managed by Advisor:   $24,000,000.00


Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $50,000.00
Compensation Methods:   Based on Assets
Fee % Based on Assets:   100
Minimum Fee Charged for Managed Accounts:   $137.50 Q


Education

Bachelor of Science Electrical Engineering  U.S. Naval Academy - Annapolis, Maryland
-

Master in Engineering Administration  George Washington University - Washington, DC
-



Faqs

  • What are your qualifications? What is your education background? Ken Stanley Bachelor of Science in Electrical Engineering U.S. Naval Academy, Annapolis, MD Master in Engineering Administration George Washington University, Washington DC Alex Kevorchian Bachelor of Business Administration Marymount University, Arlington VA Master of Business Administration Marymount University, Arlington VA
  • What services do you offer? Investment management. Our forte is equities. We believe a carefully constructed diversified stock portfolio is the best way to build long-term returns that can outpace inflation and preserve purchasing power.
  • How many clients do you currently manage? 50. Most have multiple accounts (Personal, IRAs, Trusts, etc.) under management.
  • Will you be the only person working with me? No. In addition to myself, Ken Stanley, you will be working with my Associate Portfolio Manager, Alex Kevorchian. Your calls will be answered by a live human being intimately familiar with your goals and objectives.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? A. No, that would be time consuming and inefficient. We are responsible for investment decision-making, including security selection, industry/sector selection and portfolio construction.
see more

Ken Stanley Col. USAF (Ret.) - VP

Ken Stanley Col. USAF (Ret.) - VP

Ken Stanley, a Vice President at The Burney Company and President of Burney Investment Services, graduated from the U.S. Naval Academy and served for 24 and one-half years in the U.S. Air Force, retiring as a Colonel. During his military career Ken Stanley served as a Navigator, Fighter Pilot (graduating first in his pilot training class) and Staff Officer. Eight of his military years were served overseas in the Far East (F-105 fighter pilot and HQ 7AF), Belgium (EXO to the DCPO, SHAPE), Norway (Assistant Air Attaché), and Austria (MBFR delegation).

Ken has been involved in the stock market throughout his adult life and has made a number of guest appearances on Washington Business Radio. He is an active manager who takes great satisfaction in the application of Burney discipline in assisting individuals, trusts and retirement plans achieve their investment goals.

Ken received his Master’s Degree from George Washington University and holds an Airline Transport Pilot Rating. He enjoys watching sports, travel, flying, tennis, skiing, swimming and sailing.

see more

My Services

Portfolio Management

Do you have (1) the desire, (2) the time (No matter how much money you have, you can’t buy more time), (3) the knowledge and (4) the temperament to manage your investments? If not we should find out if you can be philosophically comfortable with us and if we, in turn, can be confident we can be of assistance to you and your family and that you are a suitable fit for us. Studies show that investors who engage advisors achieve significantly greater wealth versus non-advised investors - Aon Hewitt, 2010 We not only work to build your investment portfolio during your accumulation years, we will help you get the best bang for the buck when you retire and begin your drawdown years.


401K Rollovers

While you are working we encourage you to fully participate in your company’s 401k plan to at least the level of company matching. When you leave a company or retire, we strongly recommend that you roll your 401k account into a managed IRA offering greater options and flexibility.


Insurance Planning

We do not sell insurance products. But we do take your insurance coverage into consideration when evaluating your family’s overall financial situation.


My Team

Alex Kevorchian
Alex Kevorchian Assoc. Portfolio Manager
Alex Kevorchian, Associate Portfolio Manager at Burney Investment Services, holds an MBA degree from Marymount University. He also holds an undergraduate degree in Business Administration (summa cum laude) with a minor in Business Law from the same university. Alex joined Burney Investment Services as an intern in 2003 and has taken on various roles and ever-increasing responsibility over the past decade.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer

Social Networks

tweeter facebook linkedin