we build wealthfor generations

Investment Programs

We manage a number of investment programs with clearly defined income, growth and risk- management strategies.

For many of BerylStone’s clients, we construct a portfolio of investment securities based on the model portfolio of one of these programs. Our Managing Principal, Scott H. Bryant, CFA, manages all of our investment programs on a continuous basis to reflect changes in market conditions and to capitalize on investment opportunities. After consultation with a representative from BerylStone, clients may choose to subscribe to one or more of these investment programs through our discretionary advisory services. The investment programs include:

Select Equity
Balanced Growth and Income
Conservative Growth and Income
Strategic Income
Municipal Income
Limited Duration Income
Alternative-Asset High Yield
Energy Income
Socially Responsible Investments

Program Comparisons (PDF)

Families & Individuals

Portfolio Management Services

Our portfolio-management services are custom-tailored to meet your needs. We work closely with you and your other trusted advisors, including your tax and legal advisors, to identify your investment objectives, cash flow needs, and risk tolerances. We actively manage your accounts on a continuous basis to reflect changes in market conditions and financial circumstances.

Retirement Planning

BerylStone advisors work with pre-retirees and retirees who need assistance organizing their finances, evaluating their assets, and securing stable income. We help rollover qualified retirement plans, create distribution schedules, and manage investment risks.

Investment Consulting

We offer a no obligation consulting service for clients who would like a second opinion about their portfolio and the advice they are receiving from their current advisor. We provide a confidential review of liquid and illiquid portfolio holdings, including public and private pooled investments, stocks, bonds and alternative assets.

creating your portfolio

New Client Application (PDF)

Institutions & Small Businesses

we bring personal service to your organization

BerylStone works with corporations, investment companies, pension funds, endowments and family offices that need independent, objective asset-management services. We offer unbiased investment advice based on qualitative and quantitative factors that have proven effective in both rising and declining markets. Our flexible, personalized service allows us to address your specific investment requirements and the changing needs of your institution.

Qualified Plans (PDF)

Endowments & Foundations (PDF)

What is the impact that INFLATION could have on my
retirement savings? If you are asking this question, we invite
you to request a copy of a report published by Morningstar
about inflation risk.

Event RSVP

BERYLSTONE INVESTMENTS (THE “FIRM”) ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. THE FIRM IS CURRENTLY REGISTERED IN THE STATE OF ARIZONA WITH THE SECURITIES DIVISION OF THE ARIZONA CORPORATE COMMISSION. FOLLOW-UP AND INDIVIDUALIZED RESPONSES THAT INVOLVE EITHER THE EFFECTING OR THE ATTEMPTING TO EFFECT TRANSACTIONS IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, AS THE CASE MAY BE, WILL NOT BE MADE ABSENT COMPLIANCE WITH STATE INVESTMENT ADVISER AND INVESTMENT ADVISER REPRESENTATIVE REGISTRATION REQUIREMENTS, OR AN APPLICABLE EXEMPTION OR EXCLUSION. THE FIRM’S CURRENT DISCLOSURE STATEMENT IS SET FORTH ON PART II OF FORM ADV AND IS AVAILABLE ON REQUEST. THE FIRM DOES NOT GUARANTEE INVESTMENT RETURNS AND DOES NOT REPRESENT, WARRANT, OR IMPLY THAT ITS SERVICES OR METHODS OF ANALYSIS CAN OR WILL PREDICT FUTURE RESULTS OR INSULATE CLIENTS FROM LOSS DUE TO MARKET DECLINES.