Byrne Asset Management LLC
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About Us
   Philosophy
   Tom Byrne
   Art Ernst

Investment Process
   Understand client
   Look everywhere
   Allocate assets
   Stock selection matrix
  
   Selection example
      The Prime Box
   Diversify
   Monitor

Performance
   Quarterly numbers
   Growth in assets
   Return versus risk
   Advanced statistics

Managed Accounts
   Planning
   Risk tolerance

Retirement Plans
   Our platform
   Model portfolios
   Model portfolio funds
   Model portfolio stats
   Choosing funds
   Risk questionnaire

Education
   Asset allocation
   Growth / value
   Capitalization
   Rebalancing
   Risk-investment
   Risk-inflation
 
Letters to Clients
 
Published Articles
 
Contact

©2008 Byrne Asset Management, LLC. All rights reserved.


Retirement Plans

Retirement plans clearly serve employee interests. Because attractive benefits improve staff retention, the brief but thoughtful effort required to provide a better plan is an opportunity to increase both morale and the bottom line.

If your current plan is in any way unsatisfactory due to...

...cost

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Administrative fees are too high

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Investments include sales charge loaded 'B' and 'C' type mutual fund shares

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Fund expense ratios exceed 1.5%

...or...

...support

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Participants are not getting one-on-one investment counsel

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You lack 24-7 access to information

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Competent investment and administrative help is difficult or impossible to access

contact us right away.

Byrne Asset Management offers

bulletPersonal attention to needs, including one-on-one investment counsel
bullet Only no-load mutual funds with free transfers
bulletModel portfolios currently averaging a Morningstar rating of 4.74 stars and an expense ratio of 0.75%.
bulletBrokerage accounts that can be self-directed or managed by our wealth management professionals
bullet 24-7 information availability

Plan Links  - - - - - - - - - - - - - - - >  Current plan clients - click here to go to the plan site.

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Click here for a snapshot of our platform

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Click here for our model portfolios

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Click here for a review of our model portfolio funds

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Click here for our model portfolio statistics

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Click here for pointers on choosing mutual funds

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Click here to evaluate your investment risk profile

Or contact us and we will help with any of the above areas..