Doyle Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts and estates. The firm manages client portfolios on a discretionary basis and, in most cases, implements strategies using Exchange Traded Funds (ETFs).
The firm combines fundamental, technical, charting and cyclical analysis and relies on public research, corporate filings and third‑party sources to construct diversified portfolios aimed at managing risk. Its implementation toolbox ranges from long‑term buy‑and‑hold to short‑term trading and includes margin transactions and option writing; accounts are reviewed monthly and rebalanced under discretionary authority.
Distinctive among many independent advisers, Doyle Investment Management accepts corporate and business (institutional) clients in addition to individual households and maintains standing letters of authorization on a notable number of accounts. The brochure also discloses a 2019 consent agreement resolving a late filing of an annual adviser questionnaire with the state securities division.
Client services
Expertise
Fee options
Negotiated fixed fee, payable upon presentation of planning services
$0 - $1,500,000: 1.00% $1,500,000.01 - $4,000,000: 0.75% $4,000,000.01 - $7,500,000: 0.50% $7,500,000.01+: 0.35%
$150 - $250 per hour, billed in six-minute increments
Main office
Bargersville IN
Advisors at this office
1
Most active in
Indiana
Also doing business as
Conerstone Capital Management, Inc. · Cornerstone Capital Management, Inc. · Doyle Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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