Based out of Rochester, NY, Boyd Capital is a small investment advisory firm that has established itself as a trusted partner for over 440 individual clients, overseeing an impressive $88,310,000 in assets under management. In addition to their investment advisory services, Boyd Capital also operates as an insurance broker or agent, offering comprehensive financial solutions to their clientele.
Boyd Capital's expertise in managing employer 401Ks and individual accounts is evident, as nearly half of their assets under management originate from these sources. This experience positions them well to provide valuable insights and tail...see more
Investment Professionals
2
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Other Business Activities
- Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”