BOYD INVESTMENT SERVICES

Overview

Boyd Investment Services is a small, owner-operated wealth advisory practice that serves individual and family clients and small businesses. The firm operates as a registered representative of a broker-dealer while delivering fee-based portfolio management using a percentage-of-AUM fee model. Investment activity is centered on publicly traded pooled vehicles—primarily mutual funds and other public funds—deployed inside separately managed accounts and retail accounts. The firm runs largely discretionary mandates, which allows it to implement model and manager-driven allocations for clients rather than relying on one-off trade-by-trade approval. Boyd Investment Services does not position itself as an institutional allocator or pension consultant; instead, it focuses on delivering client-level portfolio construction, ongoing rebalancing and income solutions. It is not an active ESG investor and has not signaled multi-state adviser expansion or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices