A complete list of active advisors currently associated with Boyd Financial Strategies, Inc.
Warmer can help you find a great advisor at Boyd Financial Strategies, Inc. or one who fits your needs even better.
Boyd Financial Strategies, Inc. is a small, family‑owned registered investment adviser that primarily serves individuals and families — and a limited number of retirement plans and business clients — with investable assets generally in the $500,000 to $20,000,000 range. The firm provides comprehensive financial planning and discretionary portfolio management and states that it requires a written financial or investment plan before making specific investment recommendations. The firm’s investment approach is goal‑oriented and oriented toward reducing portfolio volatility rather than consistently outperforming broad market indexes; it uses a top‑down allocation process to set cash, equity, and fixed‑income targets. Portfolio construction blends fundamental, technical and charting analysis, diversified exposures across asset classes, and a mix of longer‑term allocation and shorter‑term tactical strategies — occasional techniques include covered‑call writing and use of fixed‑rate annuities or individually held bonds. A notable and uncommon feature for a firm of this size is that several advisory personnel are licensed insurance professionals who may implement insurance solutions and receive commission compensation for those sales, a practice the firm discloses as a potential conflict of interest and reports occupying about 10% of those personnel’s time. The firm also describes hands‑on, committee‑driven oversight of investment models with frequent internal reviews and typically custodializes client assets at a major institutional custodian while incorporating legacy or unsupervised assets into clients’ investment plans.
To learn more about the advisors currently working at Boyd Financial Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Boyd Financial Strategies, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Round Rock, TX
| 2
| |
Worcester, MA
| 30
| |
Auburn, MA
| 17
|
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