Services

Boyle Capital manages investment accounts for high net worth individuals, family offices, private pension plans, foundations, trusts and other qualified investment groups and entities.

Separately managed accounts (SMAs) have the benefit of immediate transparency and potentially more favorable tax consequences to the investor. With the SMA structure, account fees can be assessed based on each account’s performance, thereby providing a strong link between results and fees. This fee structure makes Boyle Capital not only your investment manager, but also your investment partner.

As an investor with Boyle Capital, you can look forward to the following services:

• Monthly reconciliation statements - Boyle Capital insists on partnering with a third party custodian, which enforces important checks and balances. Clients receive monthly statements and trade confirmations directly from the custodian. In addition, clients can access portfolio information through the custodian’s website.
• Quarterly Updates— Good communication is essential to any successful investment program. As a client, you will receive our quarterly letter which provides detailed information on select portfolio holdings. In addition, Boyle Capital hosts conference calls quarterly to discuss key portfolio holdings as well as answer any questions investors may have.
• Client Vault—Clients can review account values and access important documents through the secure Client Login section of this website.
• Your success is our success—At Boyle Capital, we believe in eating our own cooking.  As such, principals and portfolio managers at Boyle Capital are prohibited from owning any other publicly traded investments than those in client portfolios.