Burney U.S. Factor Rotation ETF

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Performance matters.

50 years of proven expertise building client wealth and managing investment portfolios, now accessible through our actively managed ETF family. Our proprietary Size & Style Responsive methodology adapts to market conditions while maintaining our disciplined, fundamental approach to equity analysis.

Burney’s ETF Family

BRNY – Burney U.S. Factor Rotation ETF

Focused on Size and style responsive US equity investing
Our flagship strategy in an ETF since 2022, BRNY dynamically shifts between size and style factors based on market phases while maintaining disciplined stock selection through our proprietary analytical system.
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BRES – Burney U.S. Equity Select ETF

Focused on Core US equity exposure powered by Burney’s stock selection expertise
US stock market exposure with focused stock selection driven by our proprietary stock scoring system.
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Why Burney

Five Decades of Investment Excellence
Many fund managers follow trends or benchmark indices. At The Burney Company, we’ve charted a different course since 1974 with a clear conviction: market cycles consistently favor different investment styles, and successful investing requires positioning for these predictable patterns.

Our Investment Philosophy

Factor Rotation Over Market Timing
We don’t try to time the market. Instead, we recognize that the market moves in phases. Historically, small-cap and value stocks have outperformed over the long run, but there have been extended periods where large-caps and growth stocks maintained the performance edge. The Burney US Factor Rotation ETF seeks to allocate to the market size/style in favor to deliver consistent and positive returns.
Proprietary Research Advantage
Since our founding, we’ve developed and continuously refined our own quantitative stock selection system, scoring over 2,500 US equities on key factors including Growth, Value, Profitability, Momentum, and Quality. The same factors don’t work all the time. Our system is adaptive, emphasizing factors with a track record of success that are relevant today.
Quality Process

Our investment team includes 18 professionals with CFA, CFP, and PhD credentials, averaging over 10 years of tenure on our Investment Committee.

Today, Burney manages $3 billion in investment assets across more than 1,900 client accounts. We’re ranked #4 among RIAs by CNBC* and maintain GIPS-compliant performance standards across multiple investment strategies.

*CNBC’s annual FA 100 ranking was published on 10/2/2025 for the year 2025. The Burney Company did not pay CNBC any compensation for being considered for the list, however, Burney Company does pay a licensing fee to use the CNBC logo in marketing materials. A link to the CNBC selection criteria can be found by going to: https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology-2025.html  The CNBC award was given to The Burney Company, which includes portfolio managers associated with Burney Wealth Management and nine other affiliated portfolio managers.

Burney Contact Information

Address:

1800 Alexander Bell Drive. Suite 510
Reston, VA 20191

Phone: +1.703.391.6020

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