Crafting and maintaining the right investment strategy based on realistic return expectations is essential in securing your financial future.
Most firms project the past forward to anticipate what will happen next, but blindly following convention is problematic when investment environments change. We adjust our forecast returns based on realistic expectations to accurately align your portfolio with your goals and objectives.
At Burney, we do things a little differently. We start off with assuming a low-yield environment, adjusting your returns to more accurately align forecasts with your goals and objectives.
Many advisors rely exclusively on mutual funds and exchange-traded funds, often adding a hidden layer of cost. We create a sophisticated mix of assets by utilizing our proprietary, tax-efficient equity strategy in conjunction with low-cost funds and low correlating alternative assets.