Coyne Capital Management, LLC

Coyne Capital Management provides ongoing portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, typically working with clients who have at least $500,000 in investable assets. The firm prepares individualized Investment Policy Statements and offers asset allocation, security selection, and regular portfolio monitoring, with investment management billed on a percentage-of-AUM basis and planning offered on an hourly basis.

The firm’s investment process emphasizes asset-class diversification and uses both fundamental and technical analysis to evaluate opportunities, combining direct holdings in stocks and bonds with indirect exposure to commodities, real estate, and alternative strategies through funds and partnerships. Risk tolerance and time horizon are documented in each client’s Investment Policy Statement, and the firm manages the reported assets on a discretionary basis with periodic reviews.

Coyne Capital is a small, two-advisor firm with about 28 clients and approximately $76.8 million in discretionary assets, producing a higher average asset-per-client profile than many peers. The firm’s practice reflects a long private‑client portfolio management background, does not participate in wrap fee programs, generally does not vote proxies on client securities, and withdraws advisory fees directly from client custodial accounts.