The profile for a Burney client is simple - an individual investor seeking superior long term return with the savvy to appreciate and accept the risks inherent in equity investing. Goals range from saving for retirement to building wealth for themeselves and/or their heirs.
Examples of Burney clients:
- A consultant establishing herself in her career. She adds to her account regularly with the goal of building wealth.
- A business owner aggressively building his retirement account with an eye toward an early retirement.
- A retired couple with modest income needs and plenty of time to continue building their already appreciable estate.