Byrne Asset Management LLC
Home / About Us Investment Process Managed Accounts Retirement Plans Contact

About Us
   Philosophy
   Tom Byrne
   Art Ernst

Letters to Clients

Published Articles

Investment Process
   Understand client
   Look everywhere
   Allocate assets
   Stock selection matrix
  
   Selection example
      The Prime Box
   Diversify
   Monitor

Performance
   Quarterly numbers
   Growth in assets
   Return versus risk
   Advanced statistics

Managed Accounts
   Planning
   Risk tolerance

Retirement Plans
   Our platform
   Model portfolio stats
   Choosing funds
   Risk questionnaire

Education
   Asset allocation
   Growth / value
   Capitalization
   Rebalancing
   Risk-investment
   Risk-inflation

Disclosures

Contact

©2011 Byrne Asset Management, LLC. All rights reserved.


Important Disclosure Information

Byrne Asset Management, LLC (“Byrne”) is an SEC registered investment adviser located in Princeton, New Jersey. Byrne and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Byrne maintains clients. Byrne may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Byrne’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Byrne’s web site on the Internet should not be construed by any consumer and/or prospective client as Byrne’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Byrne with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Byrne, please contact the SEC or the state securities regulators for those states in which Byrne maintains a notice filing. A copy of Byrne’s current written disclosure statement discussing Byrne’s business operations, services, and fees is available from Byrne upon written request. Byrne does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Byrne’s web site or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Byrne), will be profitable or equal any historical performance level(s).

Certain portions of Byrne’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Byrne’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Byrne, or from any other investment professional. Byrne is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Byrne is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Byrne by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Byrne’s web site, to release and hold harmless Byrne, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Byrne.