Byerly Investment Management Inc.

Overview

Byerly Investment Management Inc. is a small, privately owned advisory firm focused on portfolio management for individual and family clients and small businesses. The firm operates on a percentage-of-AUM fee model and runs discretionary mandates, managing client portfolios directly rather than acting as a large allocator to other managers. Investment activity is tilted heavily toward public equities, with the firm favoring exchange-traded instruments for the bulk of client exposure. Byerly Investment Management Inc. is not an active ESG investor and does not operate as a multi-state advisory platform. Although the adviser is not listed as a capital allocator, it does supplement direct equity management with access to third-party alternative managers and insurance products where appropriate for client needs. The practice appears oriented toward straightforward wealth management for a concentrated client base rather than broad institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices