A Few Words About Us

BERYLSTONE IS A REGISTERED INVESTMENT ADVISOR THAT manages private accounts for INDIVIDUALS, PENSION AND PROFIT SHARING PLANS, TRUSTS, ESTATES, CHARITABLE ORGANIZATIONS, CORPORATIONS, AND OTHER BUSINESS ENTITIES.

We offer discretionary portfolio management and investment consulting services based on the proper asset allocation and investment diversification for each client’s specific needs. Asset allocation refers to the strategic combination of fixed income, equity and alternative-asset securities; investment diversification refers to the next layer of capital allocation among investments from different sectors, industries and geographies. The practice of investing in a portfolio of securities with different market sensitivities provides our clients with the opportunity for long-term portfolio returns with less volatility.

Scott H. Bryant, CFA
Managing Principal and Founder

Scott Bryant is the Managing Principal and Founder of BerylStone Investments. He has more than 18 years’ experience in the financial services industry and has worked as a financial analyst for leading investment banks in New York, Chicago, Hong Kong, Tokyo, Madrid and Seoul. Scott has been actively involved with institutional portfolio management and trading activities for his entire career.

Prior to founding BerylStone, he was a Vice President with JPMorgan Mezzanine Capital, a division of JPMorgan’s Principal Investments group.  Before that, he was a Vice President with JPMorgan’s Asset & Wealth Management division where he was an Investment Committee member and Risk Manager for a multi-strategy fund of hedge funds.

Scott received his BS with honors from the University of Colorado Leeds School of Business in 1992 and has been a Chartered Financial Analyst (CFA) since 2001. He is a member of the Investment Analyst Society of Tucson and has published several white papers on institutional risk-management practices.

 

 

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salesperson or fiduciary?

"While brokers will say they are under NASD oversight, they are not regulated with the consumer in mind….  The exemption of brokers from investment advisor regulation only serves to confuse investors...."

Arthur Levitt
Former SEC Chairman

Stockbrokers and fiduciary investment advisors are not the same.  Stockbrokers sell financial products: They don't have any obligation to sell the best product at the best price. In fact, most stockbrokers sell the products that are underwritten and promoted by their firm. They receive a commission from their firm for selling those products in addition to the fees they are charging their clients' accounts.

Unlike stockbrokers, fiduciary investment advisors must always put the best interests of their clients ahead of their firm. Fiduciary advisors purchase and sell securities based solely on the unique needs and circumstances of each client. Fiduciary standards are widely considered to be much higher standards than the NASD “suitability” standards that apply to stockbrokers.

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frequently asked questions

Why Choose Us

In addition to our unique and broad experience with financial products, risk-management techniques, and capital markets analysis, we have many compelling advantages over other financial institutions.

Why choose BerylStone? The answer is simple: we understand risk. Our firm brings extensive experience with diverse types of financial investments and capital markets to every financial decision we make for our clients.  We know the wide range of fixed-income, equity, and alternative-asset investments that are available to you and we know how to evaluate them to find the best ones for your needs. We leverage our unique background to employ sound portfolio theory and risk management principles that make a difference. We are committed to:

  • Leading-industry technology
  • Simple fee structure
  • Transparent business practices
  • Proprietary research
  • Personal service
  • Detailed performance reporting