Doyle Investment Management

Overview

Doyle Investment Management is an independent, privately owned registered investment adviser that concentrates on discretionary portfolio management and financial planning for individuals, families and small businesses. The firm’s investment posture is equity-oriented: exchange-traded equities are the dominant allocation and the firm expresses a clear preference for equity exposures as the core of client portfolios. Advisory services listed include financial planning and portfolio management for individuals/small businesses as well as for businesses or institutions, delivered under a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and does not appear to act as a capital allocator to outside alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices