#United States #Reston #Burney Company #BRNY ETF #BRES ETF

Burney Company Celebrates 3-Year Anniversary of BRNY ETF and Announces Launch of Second ETF

The Burney Company, a prominent player in the investment management industry, is celebrating a significant milestone with its flagship, the Burney U.S. Factor Rotation ETF (BRNY), which has successfully completed three years of trading as of October 13, 2025. This achievement underscores the firm's commitment to providing innovative investment solutions to its clients.

Since its inception, BRNY has demonstrated impressive performance, boasting a net asset value appreciation of 24.8% compared to the S&P 500's return of 22.8%. This notable growth reflects the effectiveness of Burney's strategic investment processes and the rigorous analysis that underpins its offerings, positioning the firm as a leader in the competitive ETF landscape.

Launch of the New BRES ETF

Building on the success of BRNY, Burney is set to launch a new ETF, the Burney US Equity Select ETF (BRES), scheduled for February 5, 2026. This new investment vehicle aims to provide investors with core U.S. equity exposure by leveraging Burney's expertise in stock selection.

BRES will focus on evaluating stocks based on five critical factors: Growth, Valuations, Profitability, Quality, and Momentum. The ETF's dynamic model adapts to varying market conditions by highlighting the most effective factors, ensuring fresh and relevant investment insights. Additionally, by integrating digital footprint analysis, the ETF seeks to identify companies with strong revenue potential that may not yet be fully recognized by the broader market.

Advantages of the ETF Structure

The ETF structure adopted by BRES allows for greater diversification in its holdings, with a target range of 80 to 100 stocks. This is in contrast to traditional separately managed accounts, which typically feature around 40 stocks. Furthermore, this broader range enables more frequent rebalancing without triggering taxable events, making it an attractive option for investors aiming to optimize their portfolios.

Limited-Time 351 Exchange Opportunity

To enhance the launch of BRES, the Burney Company is introducing a limited-time 351 exchange opportunity available until January 8, 2026. This structure, permissible under the Internal Revenue Code, enables investors to transfer appreciated securities into the ETF without facing immediate capital gains taxes.

Participants in the 351 exchange can enjoy several benefits:

• - Convert highly appreciated securities into a diversified ETF.
• - Maintain the original cost basis and holding period of their investments.
• - Defer capital gains taxes until ETF shares are sold.
• - Access professional portfolio management tailored to individual needs.

To qualify for this opportunity, investors must have a diversified portfolio with at least 25 positions, ensuring that no single stock constitutes more than 25% of their portfolio value.

Commitment to Excellence

Lowell Pratt, President of Burney, expressed confidence in the company's methodologies, stating, "We've spent 50 years refining our investment process. BRNY demonstrated that our approach works in an ETF format. With BRES, we're making our core stock selection model available to more investors while offering a tax-efficient way to transition concentrated positions into a professionally managed portfolio."

The 351 exchange significantly benefited clients during the BRNY launch, and the company is eager to replicate that success with BRES.

Interested investors are urged to submit their indications of interest by the January 8, 2026 deadline to participate in the 351 exchange.

About The Burney Company

Founded in 1974, The Burney Company has garnered recognition as a premier financial advisory firm, recently ranked #4 on CNBC's 2025 FA 100 list and #1 in Virginia. With a focus on investment management and comprehensive financial planning services, Burney Wealth Management caters to individual clients, families, and business owners alike. The firm effectively manages investment portfolios for both institutions and individuals through a combination of separately managed accounts and ETFs.

For additional information regarding BRES or the 351 exchange, visit Burney ETFs or contact Burney Wealth Management at 1800 Alexander Bell Drive, Suite 510, Reston, VA 20191, or by calling (703) 391-6020.