TRYON INVESTMENTS, LLC

Overview

Tryon Investments, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families with a mix of financial planning and portfolio management, and it acts as a capital allocator—sourcing and placing client capital across internal strategies and third-party managers. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include a percentage-of-AUM component, fixed fees and other fee structures depending on the engagement. Investment activity shows a clear tilt toward public equities: the firm lists exchange-traded equities as its most used asset type. Tryon Investments is not positioned as an active ESG investor and operates within a single-state registration footprint. Most client relationships are managed on a discretionary basis, reflecting a hands-on portfolio management approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices