Styre Wealth

Styre Wealth manages approximately $250.8 million for about 194 clients and serves individuals, families, and institutional retirement plans, with a noted focus on high-net-worth clients who have tax concerns, liquidity needs, or a desire to align investments with faith and family values. The firm offers discretionary asset management as well as retirement plan consulting (including 3(21)/3(38) fiduciary support), estate-plan consulting, financial planning, and business advisory services.

Investment selection is research-driven and price-sensitive, using both qualitative and quantitative analysis, proprietary pricing models, and diversification guided by Modern Portfolio Theory and risk‑adjusted benchmarks. Portfolios may employ a range of strategies in separately managed accounts — including long- and short-term trading, margin and securities‑backed loans, and options trading (covered, uncovered, and spreading strategies) — and the firm may shift to defensive allocations when market conditions warrant.

Distinctive features noted in the brochure include the firm’s use of derivatives within separately managed accounts, an approach that is uncommon among peers, and an affiliated insurance agency, Styre Risk Management, LLC, that offers limited insurance products (long‑term care, term life, and disability) through licensed employees; the firm documents potential conflicts of interest and informs clients they are under no obligation to purchase. The brochure also discloses practices such as consideration of mutual fund 12b‑1 share classes for tax or availability reasons and participation in the Schwab Institutional program for custody and trade execution.