Boyd Capital

Boyd Capital

Rochester, New York

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

Assets Under Mgmt

$88.31M

Investment Professionals

2

Locations

0

% 401K & Individual

50%

% Discretionary

77%

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

Reviews for Boyd Capital

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