Wealth Management | Financial Planning

Only What’s Best for Clients

Treating Client’s Assets as if it’s our Own

"TRYON Family Office"

Family offices are private firms that manage the wealth and investments of high-net-worth families. They provide a range of services, including investment management (Tryon Investments, LLC), estate planning (Pearson Bollman | Pugh, Hagan and Prahm), tax advisory (Keith Locke, CPA) and lifestyle management, aimed at preserving and growing family wealth across generations. 1-stop firm with top notch partners.

We are helping others get to this level, while offering our services for all of our clients with the same approach. “No matter their current assets or net worth”.

Disclaimer: We are not a registered family office, yet - just expanding our services to cater to our current and future clients. Our goal is to maintain our Strict Fiduciary standards and mirror registered family offices until we can formally become one.

"The Truth always Prevails"

We are excited about becoming a TRYON Family Firm. Our goal is to continue down the path of Strict Fiduciaries, Transparency and (yes) Performance is always Paramount, while Hiring Talent to grow our firm. And, no, we are not selling our firm, just helping clients achieve the results they need and deserve (with flawless integrity).

TRYON INVESTMENTS

Our mission is to provide the families we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. Michael Tryon is the owner and founder of Tryon Investments, LLC, which is an independent Registered Investment Advisor, overseeing and coordinating finances in North Liberty, Iowa and surrounding communities.

In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times. Our motto remains, “Only What’s Best For Clients”.

Tryon Investments, LLC is a Registered Investment Advisory firm providing fee-based financial planning and investment advisory services. Our portfolio models consist of predominantly ETFs, complimented with stocks / bonds and Private Placements (e.g. Regulation A+, Regulation D 506(b) & 506(c). We also design client-specific strategies.

FREE PORTFOLIO ANALYSIS REVIEW

We know that every client’s situation is different.

While each journey will be unique, how the journey begins remains the same. At Tryon Investments we are dedicated to working with you to help achieve your goals. A Tryon Investment Specialist will review your current portfolio and discuss your long-term goals. We will answer your questions and provide recommendations without any fees or obligation.

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FINANCIAL SERVICES

Develop A Financial Plan
For Your Future

To develop a financial plan for your future, it’s important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

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OUR SERVICES