BOYD FINANCIAL STRATEGIES, INC.

Overview

Boyd Financial Strategies, Inc. is an independent registered investment adviser that serves individual and family clients with financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm acts as a capital allocator: it builds client portfolios using a mix of public funds and third-party managers rather than relying solely on an internal proprietary lineup. Boyd Financial Strategies, Inc. charges clients on a percentage-of-AUM basis and also offers hourly billing for certain services. The firm is SEC-registered (2022) and owned by an individual. It does not market itself as an active ESG investor. Its advisory approach leans toward diversified, manager-driven solutions — combining mutual funds and separately managed strategies with select allocations to alternative managers where appropriate.

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