A complete list of active advisors currently associated with Stephanie E. Doyle Investment Management

Warmer can help you find a great advisor at Stephanie E. Doyle Investment Management or one who fits your needs even better.

The firm provides discretionary investment management and investment planning primarily for individual clients and prospective high‑net‑worth individuals, managing roughly $7 million across about 20 client relationships. It charges asset‑based advisory fees and also offers hourly‑based investment planning engagements. The firm’s investment approach centers on strategic asset allocation using mutual funds and exchange‑traded funds, with securities evaluated via fundamental analysis and some consideration of technical and cyclical factors; most holdings are intended for intermediate to long‑term periods. Portfolios are monitored weekly, recommended funds are analyzed quarterly, and the firm documents processes for rebalancing and client reviews. Compared with many peers, the firm documents a hands‑on service model for a small client base and provides a comparatively uncommon suite of operational services: it manages held‑away retirement and HSA accounts using an Order Management System to implement tax‑efficient asset location and opportunistic rebalancing, and it also offers educational seminars or workshops alongside regular client meetings. The brochure also describes procedures for billing held‑away account fees (allocating them pro rata to taxable accounts or billing directly) and notes that all managed accounts were discretionary as of the latest reporting date.

To learn more about the advisors currently working at Stephanie E. Doyle Investment Management, 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.

Name	Location	Years of experience
Stephanie Doyle	Kingwood, TX	14

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