Boyd Capital

Boyd Capital Management LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages about $124 million in client assets and delivers tailored investment policy statements and ongoing monitoring for a broad client base of roughly 532 accounts.

The firm combines charting, fundamental, quantitative, modern portfolio theory and technical analysis and implements long‑term, short‑term and options strategies across mutual funds, ETFs (including precious‑metal ETFs), REITs, private placements and other alternative vehicles. Clients receive individualized plans, model allocations where appropriate, and quarterly account reviews and custodian reports; BCM may manage accounts on a discretionary basis and accommodates client‑imposed restrictions.

What distinguishes Boyd Capital from many peers is its operational mix: with two advisors servicing a large client base (over 200 clients per advisor), the firm operates a wrap fee program and its principal is a licensed insurance agent who may sell commissionable insurance and other products. These features — acceptance of commissions for certain product sales, potential soft‑dollar arrangements, and the combination of advisory and insurance activities — are noted in the brochure as potential sources of conflicts that the firm discloses and manages.