Byrne Asset Management LLC is a SEC registered investment advisor based in Princeton, NJ. Formed in 1999, our lead portfolio managers have been managing stock, bond and balanced portfolios since the early 1980s. We serve individuals, trusts, retirement plans, and corporations utilizing best-in-breed methods tailored to the unique needs of each client.
Everything we do is done in the best interest of our clients. Trades are executed as cheaply as possible. We receive nothing for trading and base all decisions solely on their efficacy and furtherance of client goals. We sell nothing, so clients will not see loaded mutual funds or other sales-fee laden products in their accounts.
We manage every account with institutional sophistication and individual attention regardless of size. Best-in-breed research methods and client goals and profiles guide our decisions.
We assist clients with all custodial affairs, tax preparation, financial planning, and counsel on financial affairs unrelated to managed accounts; anything our clients need.
Clients enjoy unlimited direct contact with us in whatever mode and frequency each desires. Add quarterly reports and 24/7 account access, communications channels are quite robust.
Secure third party custody, diversification, and complete transparency all work to the benefit of keeping your assets safe.
Our desire to help people is not limited to our practice. We work and write to educate people about financial security and unjustified hidden costs. Beyond finance, Tom Byrne has been a public servant for decades, aspiring to improve education, pension health, and many other things that touch our lives.