A complete list of active advisors currently associated with Boyd Investment Services

Warmer can help you find a great advisor at Boyd Investment Services or one who fits your needs even better.

Boyd Investment Services provides portfolio management and financial consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, foundations, endowments, corporations, small businesses and their pension plans. Services include discretionary and non‑discretionary asset management, fixed‑fee project work such as portfolio reviews and investment policy statements, and ongoing consulting on retirement and other financial planning matters. The firm combines fundamental, technical and cyclical analysis with Modern Portfolio Theory to build asset‑allocation‑driven portfolios and conducts regular monitoring, reporting and rebalancing. Investment management is delivered through advisor platforms sponsored by its broker‑dealer partner (including a Vision2020 wealth management program and an Advisor Managed Portfolios offering), with custody and execution provided via Pershing. Noteworthy features include the adviser’s role as a registered representative of its broker‑dealer, which leads the firm to execute client transactions through that broker‑dealer and, in some cases, receive commissions or 12b‑1 payments and participate in vendor incentive programs—disclosures the firm makes and that create potential conflicts of interest. The firm also provides pension‑plan consulting (an offering less common among peers) and disclosed a resolved August 2025 administrative consent order addressing written advisory agreements and certain fee and custody procedures, resulting in a $5,000 civil penalty.

To learn more about the advisors currently working at Boyd Investment Services, 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.