Virginia wealth firm preps first ETF

Burney Investment Management is preparing its first ETF, a value-oriented actively-managed strategy that rotates through various investing factors, for launch later this year. The current market volatility makes the challenge of timing the market even more difficult as the management team tries to win over advisors, according to FUSE Research managing partner Neil Bathon. “It is incredibly hard to time the market and while back-testing is a beautiful thing, they will have to overcome a natural hesitancy by advisors to use this fund with their clients until a track record and sufficient assets is established,” Bathon said.


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Article published on July 5, 2022