DYER & COMPANY, L.L.C.

Overview

Dyer & Company, L.L.C. is an independent registered investment adviser serving individual and family clients with a clear tilt toward publicly traded equities. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and the production of periodicals or newsletters for clients. Fee arrangements include a percentage-of-assets model alongside hourly billing options, and the firm operates as a single-state adviser under individual ownership rather than as a multi-state or institutional capital allocator. Investment policy shows a pronounced equity preference: exchange-traded equities make up the largest share of assets under management. The firm is not positioned as an active ESG investor and does not present itself as a pension consultant or related-adviser platform. Given its size and structure, Dyer & Company appears focused on customized, discretionary portfolio management for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices