Active Portfolio Models Powered by ETFs
An innovative collaboration in ETF Model Management. Get access to a complete asset allocation solution with sophisticated active management.
Key Benefits of Investing in Our ETF Models
Burney, Rayliant and Clough are Active Managers with Decades of Investment Experience
These models are sponsored by three professional investment managers with proven track records delivering active strategies that adjust to market trends so you don't have to.
We offer a unique blend of quantitative and fundamental analysis that combines the investment and research skills of all three firms.
Our collaborative approach equips you with the tools and expertise needed to manage portfolios and deliver results for your clients.
Robust Asset Allocation Framework
Access carefully constructed asset allocation models that you can match with your clients' risk tolerance.
Our model portfolios are designed for changing market conditions and help your clients achieve their long-term financial goals.
Empowering the Advisor with OCIO Services
Receive ongoing, actionable research and support to effectively utilize our framework and clearly communicate its benefits to your clients.
When you allocate to our ETF models, you gain complimentary access to Burney's Outsourced Chief Investment Officer (OCIO) services (subject to minimums).
This includes:
- In-depth research from all three firms
- Direct access to investment insights without corporate bureaucracy
- Agile support and responsiveness from our team
- Enhanced ability to manage and explain portfolio strategies to your clients
Learn About the Managers
(A division of the Burney Company)
Expertise: U.S. Equity Management
Founded: 1974
Assets Under Management: Nearly $3.0 billion (as of July 2024)
Key Personnel: 18 advisory team members with CFA, PhD, or CFP® designations
Burney Company is the longest-standing RIA in Virginia, and has been at the forefront of investment management for five decades. Our proprietary approach has stood the test of time, evolving and adapting to changing market conditions while maintaining a consistent focus on delivering value to our clients
Investment Philosophy: Burney combines quantitative analysis with fundamental insights, employing a dynamic allocation approach that enhances portfolio resilience across various market conditions.
Track Record: Our firm-wide AUM has grown at a compound annual growth rate of 11.1% over the 20-year period ending December 31, 2023.
Expertise: Alternative Investments and Macro Strategy
Founded: 1999
Assets Under Management: $1.1B as of June 2024
Key Personnel: Investment professionals average over 30 years of industry experience and over 14 years with the firm
Clough Capital Partners, under the leadership of Chuck Clough CFA, specializes in alternative investment strategies and macroeconomic analysis. The firm is known for its in-depth fundamental research and global macro perspective.
Prior to founding Clough Capital, Chuck served as the Chief Global Investment Strategist from 1987 through 1999 at Merrill Lynch & Co. During this time, he advised many of the world’s top institutions and investors on portfolio strategy.
Investment Philosophy: Clough’s approach to investment management combines rigorous fundamental bottom-up company research, broad, long-term global investment themes and comprehensive risk management. Over their 23 year history of asset management, they have developed deep experience and specialty capabilities across a range of sectors, including the financial, healthcare, technology and closed-end fund sectors, among others.
Key Achievements: Focus on ETFs that have been launched, regular contributors to Bloomberg & CNBC
Expertise: International Equity Management
Founded: 2016
Assets Under Management: Over $17.0 billion (as of June 2024)
Key Personnel: 7 global offices, with investment managers holding PhD and/or CFA designations
Rayliant, led by Jason Hsu PhD, is known for its innovative approach to international investing. The firm combines advanced quantitative techniques with fundamental insights, particularly in emerging and Asian markets.
Investment Philosophy: Rayliant’s investment strategies apply elements of behavioral finance, data science and local market insights to global markets. Their research is firmly grounded in academically sound quantitative methods while also incorporating elements of fundamental insights to identify signals and build portfolios.
Key Achievements: Rayliant is widely recognized for innovation and leadership in finance and investment management. With over 17.2 Billion USD assets managed, Rayliant’s investment team has published more than 50 journal articles and contributed to nine handbooks on finance and economics. Rayliant’s team has won two Graham and Dodd Scroll Awards, one Graham and Dodd Reader’s Choice Award, one Graham and Dodd Top Award, three Berstein Fabozzi/Jacob Levy Awards,and three William F. Sharpe Awards.Burney Advisor Services
(A division of the Burney Company)
Expertise: U.S. Equity Management
Founded: 1974
Assets Under Management: Nearly $3.0 billion (as of July 2024)
Key Personnel: 18 advisory team members with CFA, PhD, or CFP® designations
Burney Company is the longest-standing RIA in Virginia, and has been at the forefront of investment management for five decades. Our proprietary approach has stood the test of time, evolving and adapting to changing market conditions while maintaining a consistent focus on delivering value to our clients
Investment Philosophy: Burney combines quantitative analysis with fundamental insights, employing a dynamic allocation approach that enhances portfolio resilience across various market conditions.
Track Record: Our firm-wide AUM has grown at a compound annual growth rate of 11.1% over the 20-year period ending December 31, 2023.
Clough Capital Partners
Expertise: Alternative Investments and Macro Strategy
Founded: 1999
Assets Under Management: $1.1B as of June 2024
Key Personnel: Investment professionals average over 30 years of industry experience and over 14 years with the firm
Clough Capital Partners, under the leadership of Chuck Clough CFA, specializes in alternative investment strategies and macroeconomic analysis. The firm is known for its in-depth fundamental research and global macro perspective.
Prior to founding Clough Capital, Chuck served as the Chief Global Investment Strategist from 1987 through 1999 at Merrill Lynch & Co. During this time, he advised many of the world’s top institutions and investors on portfolio strategy.
Investment Philosophy: Clough’s approach to investment management combines rigorous fundamental bottom-up company research, broad, long-term global investment themes and comprehensive risk management. Over their 23 year history of asset management, they have developed deep experience and specialty capabilities across a range of sectors, including the financial, healthcare, technology and closed-end fund sectors, among others.
Key Achievements: Focus on ETFs that have been launched, regular contributors to Bloomberg & CNBCRayliant
Expertise: International Equity Management
Founded: 2016
Assets Under Management: Over $17.0 billion (as of June 2024)
Key Personnel: 7 global offices, with investment managers holding PhD and/or CFA designations
Rayliant, led by Jason Hsu PhD, is known for its innovative approach to international investing. The firm combines advanced quantitative techniques with fundamental insights, particularly in emerging and Asian markets.
Investment Philosophy: Rayliant’s investment strategies apply elements of behavioral finance, data science and local market insights to global markets. Their research is firmly grounded in academically sound quantitative methods while also incorporating elements of fundamental insights to identify signals and build portfolios.
Key Achievements: Rayliant is widely recognized for innovation and leadership in finance and investment management. With over 17.2 Billion USD assets managed, Rayliant’s investment team has published more than 50 journal articles and contributed to nine handbooks on finance and economics. Rayliant’s team has won two Graham and Dodd Scroll Awards, one Graham and Dodd Reader’s Choice Award, one Graham and Dodd Top Award, three Berstein Fabozzi/Jacob Levy Awards,and three William F. Sharpe Awards.Visit Our Partners
Interested in learning more about the individual firms behind this partnership? Visit our partners’ websites:
