Advisor at America First Investment Advisors LLC
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Firm
America First Investment Advisors LLC
Location
Omaha, NE 68114-3721
Credentials
Series 65
Industry experience
6 years
Amy Byrne is a financial advisor with America First Investment Advisors LLC in Omaha, NE. She holds a Series 65 credential and has six years of industry experience, including eight years at her current firm and 29 years at Westchester Capital Management. America First Investment Advisors LLC provides discretionary portfolio management and financial planning to individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm emphasizes fundamental equity analysis and typically constructs equity-oriented portfolios of 15 to 25 positions, with fixed-income exposure primarily through exchange-traded funds.
Based on America First Investment Advisors LLC
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Flat monthly subscription fee paid to SmartAsset for referral services (not charged to clients)
Account minimum: $300,000
10050 Regency Circle, Suite 515
Omaha, NE 68114-3721
Nebraska · Texas
America First Investment Advisors, L.L.C.
2018 - Present (8 years)
Westchester Capital Management, Inc.
1989 - 2018 (29 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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