Bickley Investments, LLC

Bickley Investments provides financial planning and discretionary investment management to individual clients, with stated service to high net worth and ultra‑high net worth individuals and a fiduciary duty to act in clients’ best interests. The firm’s engagement process includes a client interview and document review to produce an Investment Policy Statement that guides ongoing advisory services.

The firm follows a passive, low‑cost investment approach that emphasizes market‑tracking index ETFs and select mutual funds, strategic asset allocation, and periodic rebalancing implemented under discretionary authority. ETF and fund selection is described as based on factors such as asset class, fee structure, fund sponsor and other research inputs, with mutual funds used where ETFs are not suitable.

Operationally, the firm is a sole‑adviser practice with a very small reported client base and assets under management while nonetheless identifying a focus on high net worth and ultra‑high net worth clients, a profile that is atypical among independents. The firm typically provides verbal reports unless written reports are requested, does not aggregate trades across client accounts, does not vote proxies on client securities, and generally recommends Fidelity or Schwab as custodians while receiving certain support services from those custodians.