A complete list of active advisors currently associated with Gregory Lyle & Co.

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The firm provides personalized investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and also serves corporations and other business entities; a majority of its clients are individuals. It manages client accounts on a discretionary basis under limited trading authorization and generally accepts accounts at a modest minimum size. Investment decisions are driven by fundamental analysis, with a primary emphasis on long-term common equity investments based on forecasted free cash flow and perceived asset values; the firm typically constructs concentrated portfolios of about 12–20 stocks rather than seeking broad market replication. It may also use short-term trades, option writing as a hedging tool, and temporary money-market positions, and it accepts client-imposed restrictions on securities or sectors. What is distinctive about the firm is its relatively large asset base for a single-adviser practice—managing approximately $192 million across a small client roster—which is uncommon among independent solo advisers. The firm’s principal is legally trained and provides limited legal and tax advice to clients in addition to investment management, and the practice explicitly includes corporate/business clients alongside individual investors.

To learn more about the advisors currently working at Gregory Lyle & Co., 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.