Quayle Asset Management, Inc.

Quayle Asset Management provides fee-based discretionary portfolio management and financial planning to individuals and a range of institutional clients, including corporate pension plans, charitable institutions, foundations, endowments, trusts and sovereign funds. The firm begins relationships with a free initial consultation and offers comprehensive financial plans, topic-specific consultations, and an annual plan review to monitor changing circumstances.

The firm follows an asset-class investment management approach that explicitly relies on an academic, multi-factor framework (drawing on Fama–French style factors) and constructs portfolios across 23 defined asset classes, implemented through 20 model portfolios. It primarily uses broadly diversified mutual funds and ETFs and lists Dimensional Fund Advisors, Vanguard, and Charles Schwab funds among its favored providers, with ongoing rebalancing and daily monitoring while generally exercising discretionary trading authority.

Noteworthy for a single-advisor firm with roughly $42 million in assets and about 80 client relationships is its detailed, academically grounded asset-class segmentation and use of Dimensional funds, which can reflect a different implementation pathway than many small independents. The firm also requires clients to custody assets at Charles Schwab, may on rare occasions recommend margin use, and accepts a broader set of institutional client types than is typical for firms of this size.