Since inception, Byrne Asset Management has focused on providing institutional level acumen and expertise to the benefit of individual investors. The sophisticated tools and accumulated knowledge usually applied to the portfolios of the largest institutions now guide decisions steering the assets of all of our clients, large and small.

Importantly, we are not salespeople gathering assets for a large institution. We are also not limited financial planners charging thousands of dollars for pretty reports showing projections that in and of themselves do nothing for your portfolio.

We work with you to create an appropriate, optimal plan. We assess your goals, tolerance for risk, and potential place for our services. But we only earn our money by actually directing your investments.

As per our philosophy of ensuring proper diversification, a managed account will own securities of many companies in multiple industries. Clients can view their portfolios 24-7 online. Every quarter, we prepare and disseminate a newsletter wherein we inform clients of performance, changes, and details both operational and financial for the companies in which they are invested. Clients are also welcome to contact us anytime to have questions answered.

Our primary custodian is TD Ameritrade. Certain accounts maintain assets at Scottrade. For company sponsored retirement plans (401k, 403b, etc.), Charles Schwab is our custodian.

Trades are executed as cheaply as possible. We receive nothing for trading and base all decisions solely on their efficacy and furtherance of your goals.