Scottsdale, AZ Office

Boyle Capital provides investment advisory services primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm offers portfolio management through its Boyle Capital Managed Account Program (a wrap-fee program), manager-of-managers selections, and fee-based financial planning, with account minimums disclosed in its brochure.

The firm’s investment process is tailored to client objectives and uses fundamental analysis, with strategies that can include long- and short-term positions, options writing, and the use of leverage; accounts are periodically rebalanced and trade execution is routed through its designated custodian. Boyle Capital also acts as a manager of managers, recommending and monitoring third-party managers or strategies while retaining responsibility for asset allocation among those managers.

Noteworthy distinctions in Boyle Capital’s disclosure include its sponsorship of a wrap-fee program and the firm’s stated ability to use derivatives and margin/borrowing in separately managed accounts—practices that are less common among similarly sized team firms. The brochure also discloses an affiliation with an external tax and accounting practice operated by an associated person and notes that the firm may, in certain circumstances, charge performance-based fees as described in its Appendix 1.