A complete list of active advisors currently associated with Lytle Investments

Warmer can help you find a great advisor at Lytle Investments or one who fits your needs even better.

Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million with three advisors and serving individuals (including both high-net-worth and non‑HNW clients), trusts, qualified retirement plans, and corporations. The firm provides discretionary and non‑discretionary portfolio management, access to third‑party money managers in a co‑advisory capacity, financial planning, and retirement plan consulting. Investment strategies are developed through personal discussions to establish goals, time horizons, and risk tolerance, and typically emphasize strategic, long‑term asset allocation while allowing for short‑term tactical adjustments; advisors use tools including fundamental and technical analysis and may implement third‑party manager programs. The firm does not invest client assets in digital assets, and its disclosures have recently been updated to include interval funds as an available investment type. Lytle is notable for its integration of retirement plan consulting — including IPS preparation, plan and fee reviews, participant education, and serving in a non‑discretionary ERISA fiduciary role for certain services — which is not common among peers. It also maintains affiliated insurance brokerage entities (Lytle Associates and Aebly & Associates Insurance Services) and its advisors are Registered Representatives of Osaic Wealth and licensed insurance agents, which introduces additional revenue sources and supervisory review mechanisms distinct from many similarly sized supported firms.

To learn more about the advisors currently working at Lytle Investments, 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.