Byrne Asset Management LLC is an independent, fiduciary, fee-only SEC registered investment advisor. Based in Princeton, NJ, we serve clients nationwide. Our portfolio managers average over 30 years' experience investing for mutual funds, hedge funds, foundations, trusts, pension funds, and individuals.
The sophisticated methods we apply for the benefit of institutions are tailored to the unique needs of each client, large or small. We provide comprehensive financial planning services free of charge to investment management clients as well as participants in client 401k retirement plans. With free access to a Certified Financial Planner and our team of institutional analysts, clients can seek counsel on any financial matter at any time.
The sophisticated methods we apply for the benefit of institutions are tailored to the unique needs of each client, large or small. We provide comprehensive financial planning services free of charge to investment management clients as well as participants in client 401k retirement plans. With free access to a Certified Financial Planner and our team of institutional analysts, clients can seek counsel on any financial matter at any time.
Services
Every team member at Byrne Asset Management is a trained, educated and experienced portfolio manager who has individually managed or overseen hundreds of millions to billions of dollars. Our combined insights, risk management skills, planning acumen, and records of success produce an unusual blend of competence in asset allocation, growth, capital preservation, and tax minimization strategies.
Guided by our founding principle, we apply an institutional level of analytical sophistication to guide all decisions affecting the portfolios of individual investors. We tailor each portfolio to fit each individual's risk profile and goals. The latter might include wealth maximization, capital preservation, social responsibility, targeted cash flow, tax minimization, and/or any aspect deemed important by each client.
While clients and 401k plan participants have full access to staff at TD Ameritrade and ADP, we serve as a time-saving liaison. We remove all hassle setting up accounts, transferring assets, consolidating retirement plans, executing wires, donating stock and other worthwhile but sometimes arduous transactions.
Art joined Byrne Asset Management in 2006. He serves as the Chief Operating Officer and directs our financial planning services as well as fixed income portfolio management. For over 35 years, Art has served individuals, mutual funds, foundations and insurance companies as a portfolio manager, economist, analyst and advisor.
Jason began his career as an investment banker and private equity investor with Peter J. Solomon Company, Lazard Capital Partners and Gleacher Partners. Subsequently, Jason was a Senior Analyst at two Long/Short Hedge Funds Pierce Street Capital and OSS Capital Management, focusing primarily on equity investments.
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