Byerly Investment Management Inc.

The firm is a small independent registered investment adviser that provides discretionary portfolio management to individuals and high‑net‑worth clients. It reports managing roughly $6.0 million in client assets across multiple accounts and implements strategies using a wide range of instruments, including equities, fixed income, mutual funds, ETFs, options, annuities, and private investment vehicles.

The firm customizes investment programs through an interview process to identify client goals, risk tolerance, and time horizon, with asset allocation and diversification central to portfolio construction. Its analytical methods include charting, fundamental, technical and cyclical analysis, and it employs long‑ and short‑term trading, options writing and multi‑generational planning while noting that frequent trading and derivatives strategies can increase costs and risk.

Notably, the firm has disclosed prior regulatory and arbitration matters: a 2011 arbitration settlement alleging unsuitable and excessive trading and discretionary trading without written authorization that resulted in a broker‑dealer suspension and restitution, followed by a state securities consent order that limited the firm’s state registration and in‑state client activities for a period of time. Prospective clients should consider that disciplinary history alongside the firm’s small scale and hands‑on service model when evaluating suitability.