Chart showing investment returns from 2015-6/30/2025 – BLA vs Nasdaq-100
Chart showing $100 invested on 12/31/2014 to 6/30/2025 – BLA vs Nasdaq-100
Burnett Lane Advisors is best suited for high-net-worth investors and institutions with a long-term investment horizon—defined as five years or more. Our strategy is built for those who value disciplined, research-driven investing and are focused on compounding capital over time.
Because we are an active manager and may trade frequently to manage risk and capture gains (though we are not a high-frequency trader), our strategy is particularly well-suited for tax-deferred accounts such as:
• IRAs and Roth IRAs
• Foundations and Endowments
• Nonprofit organizations
• Corporate retirement plans
If you're looking for a thoughtful, rules-based approach to equity investing—one that respects market cycles and avoids emotional decision-making—we may be the right partner for you.
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