Burney Company Expands Offerings with Launch of Second ETF: BRES

Overview of Burney U.S. Equity Select ETF (BRES)

Burney Company has officially launched its second exchange-traded fund (ETF), the Burney U.S. Equity Select ETF (BRES), marking a new milestone in the firm's investment offerings. Following the success of its first ETF, the Burney U.S. Factor Rotation ETF (BRNY), which achieved a 5-Star Overall Morningstar Rating™, the BRES aims to provide investors with core U.S. equity exposure complemented by over five decades of stock selection expertise.

Investment Strategy

The BRES employs a systematic stock selection process that is designed to adapt to changing market conditions. The fund evaluates potential stocks based on five key factors: Growth, Valuation, Profitability, Quality, and Momentum. In a departure from traditional static allocations, the fund modifies the weight of each factor according to the prevailing market landscape.

Furthermore, BRES leverages advanced digital footprint analyses to uncover companies with promising revenue potential that might be overlooked by conventional metrics. This innovative approach expands the portfolio to hold 80-100 stocks, significantly more than the typical 40 found in separately managed accounts, which allows for better diversification and risk management.

Responses to market conditions also prompt frequent rebalancing within the ETF wrapper, minimizing taxable events for investors and enhancing the overall tax efficiency of the investment vehicle.

Key Features of BRES

According to Lowell Pratt, the President of Burney Company, “Equity investment management has been our core competency for over 50 years. Launching BRES with an expanded tax-free conversion option ensures that our clients have seamless access to top-tier equity execution with the tax efficiencies afforded by the ETF structure.”

Background on Burney Company

Established in 1974, Burney Company has built a reputation for excellence in investment management and comprehensive financial planning services. In 2025, Burney was recognized as the #4 financial advisory firm nationally on CNBC's FA 100 list and ranked #1 in Virginia. The firm, through its division Burney Wealth Management, caters to individual clients, families, and institutional investors, ensuring a holistic approach to wealth management.

The flagship fund, BRNY, has set a strong precedent, not only garnering acclaim but also achieving substantial returns since its inception. BRES aims to replicate this success through its empirical, data-driven management style.

Conclusion

The introduction of the Burney U.S. Equity Select ETF marks a significant advancement in Burney Company's journey to provide innovative investment solutions tailored to meet the needs of modern investors. The systematic approach taken by BRES represents a shift towards a more adaptive investment strategy that blends traditional insights with contemporary analysis methods. Investors looking for robust long-term capital appreciation through U.S. equities can find a compelling option in BRES, signaling Burney's ongoing commitment to deliver value and efficiency in investment management.