Bryn Mawr Investments

Overview

Bryn Mawr Investments is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses and other business or institutional clients. Its fee model includes asset-based charges, hourly billing and the ability to collect performance-based fees. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not function as a capital allocator or pension consultant. The mix of services and fee arrangements is consistent with a small, client-focused RIA that can provide customized planning and discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices