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.
|Firm Start Year:||1974|
|Name of Broker/Dealer:||Any Brokerage House|
|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|
|Advisory Services Provided:||Tax Advice and Services, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Estate Planning & Trusts, Insurance Planning, Annuities|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks|
|I can meet clients in the following ways:||Via Email, Via Phone, At my office, At your home, At your office|
Qualifications & Memberships
|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|
|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|
|Bachelor of Science Electrical Engineering||
U.S. Naval Academy - Annapolis, Maryland
|Master in Engineering Administration||
George Washington University - Washington, DC
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 Masters Degree from George Washington University and holds an Airline Transport Pilot Rating. He enjoys watching sports, travel, flying, tennis, skiing, swimming and sailing.
Do you have (1) the desire, (2) the time (No matter how much money you have, you cant 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.
While you are working we encourage you to fully participate in your companys 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.
We do not sell insurance products. But we do take your insurance coverage into consideration when evaluating your familys overall financial situation.
Alex Kevorchian Assoc. Portfolio Manager
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|