BRANNEN & LYLE INVESTMENT COMPANY

Overview

Brannen & Lyle Investment Company operates as an independent registered investment adviser organized as a corporation with individual ownership. The firm’s client focus combines high-net-worth individuals and families with a smaller institutional footprint, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Investment activity is equity-forward: exchange-traded equities are the largest single asset class the firm uses, complemented by mutual funds and annuity solutions. The adviser runs both discretionary and non-discretionary programs, with a heavier tilt toward non-discretionary accounts, indicating many clients maintain approval rights over specific trades or strategy changes. Brannen & Lyle does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices