» Byrne Asset Management LLC

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609-497-1776

Institutional sophistication. Individual attention.

Individuals

We manage client portfolios with the rigor usually reserved for institutions. We also provide comprehensive planning services to help clients make excellent decisions, minimize taxes, and confidently meet their goals.

Companies

We work with firms to determine an optimal retirement plan. Whether a 401k plan, SIMPLE IRA, SEP IRA, or other set up, we help minimize expenses and hassle while maximizing benefits for owners and employees.

Institutions

We provide OCIO services and portfolio management of select asset classes for pensions, family offices, and other institutions to help improve returns, control risk, and maintain consistency with the organization’s goals.

About Us

We are portfolio managers and analysts, not salespeople.

Byrne Asset Management LLC is an independent, fiduciary, fee-only SEC registered investment advisor. Based in Central New Jersey, with managers averaging over 30 years experience, we serve clients nationwide.

We sell nothing. We do not outsource investment decisions. We receive nothing for trading or holding any security. We base all decisions solely on their efficacy and furtherance of client goals.

Our Services

Investment Management

We build custom portfolios of stocks and bonds built to meet your goals, suited to your risk tolerance, and devoid of gimmicky products and sales fees.

Financial Wellness

Upon request, we provide life-enhancing planning and analysis that addresses your specific questions, decisions, and long-term well-being…free of charge.

401k Plans

We can set your firm up with a low-cost 401k plan featuring seamless data flow, a robust investment platform, and free counsel and planning for participants.

Investment Counsel

If you wish to keep control of your assets but want expert guidance, we can help you avoid pitfalls, discover new opportunities, and ‘self-manage’ well.

Institutional Strategies

While we deftly manage securities in all asset classes, for institutions seeking specific niche exposures we have developed strategies that may fit.

OCIO Services

We can help steer assets in a manner customized to your organization’s goals with maximal expected return at the appropriate level of risk.