Separately Managed Accounts
Separate accounts are customized portfolios of stocks, bonds and other investments that can be closely tailored to meet well-defined objectives for growth, safety, tax efficiency, or income. Sophisticated investors use separate accounts because of their customization, adaptability, consistency of management style, tax efficiency and transparency.  Achieving the right balance of risk and reward involves both art and science.  By carefully assessing client needs, asset allocation, equity preferences, and risk management, an effective solution can be devised.

For professional consultation, contact Bryan Boyle.

Mutual Funds
For professional consultation, contact Bryan Boyle.

Brokerage CDs
For professional consultation, contact Bryan Boyle.

The aforementioned material is a product and service listing and is not intended to be an offer for the sale of securities.

Bryan Boyle is a Registered Representative and offers securities through Cambridge Investment Research, Inc. and an Investment Advisor Representative offering advisory services through Cambridge Investment Research Advisors, Inc.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of DE, MD, NJ, NY, and PA.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Howell are not affiliated.