Bryan Investments, LLC

Bryan Investments provides individual portfolio management and related advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and businesses. The firm delivers non-continuous, personalized portfolio management and reports managing approximately $51.2 million on a non-discretionary basis for a limited client base.

Investment recommendations are developed through personal discussions to establish objectives, time horizons, risk tolerance and tax considerations, and account supervision is implemented on a non-discretionary basis with client approval required for trades. The firm uses fundamental and technical analysis and typically favors a long-term buy-and-hold approach with periodic rebalancing, employing short-term trades or options strategies (such as covered calls) only in specific circumstances.

Compared with many peers, Bryan Investments is notable for its predominantly non-discretionary asset base and for charging a flat annual management fee rather than a percentage-of-assets fee; the firm also does not accept commissions, 12b-1 fees, or asset-based fees. Clients access institutional mutual fund share classes and reduced transaction pricing through accounts linked to the firm’s master custody arrangement, the firm does not vote client proxies, and it applies specified safeguards when deducting authorized advisory fees.