The Lyttle Company, LLC

The Lyttle Company provides portfolio management and retirement fund consultation to individual investors, including IRAs and self-directed 401(k) accounts. It delivers investment services through separately managed accounts held at independent custodians and also publishes a free newsletter on its website as a general informational resource that does not give specific investment advice.

The firm follows a research‑intensive, long‑term investment process focused on corporate fundamentals, building price objectives and defined exit strategies while typically constructing diversified portfolios of roughly 25–30 positions. It invests primarily in publicly traded equities but may use ADRs, ETFs, fixed income, options and occasional short positions as hedging tools and to manage downside risk.

Distinctive features include the combination of retirement plan (pension) consultation and a publicly available newsletter—both relatively uncommon among comparable independent advisers—and an emphasis on direct, in‑house security selection rather than outsourcing to other managers. The practice manages a modest level of regulatory assets (about $2.94 million) and conducts periodic account reviews at least twice a year.