Business Details
28 Years
experience
Your Trusted Partner for Investment Management Solutions
Byrne Asset Management is an independent, fiduciary, fee-only SEC registered investment advisor serving clients nationwide since 1998. Our team of seasoned professionals combines over 30 years of institutional investment experience with personalized attention to design tailored strategies for individuals, families, businesses, and institutions. We specialize in discretionary portfolio management, comprehensive financial planning, and retirement plan solutions, prioritizing client goals without product sales or commissions.Our evidence-based approach emphasizes risk-adjusted returns, tax-efficient strategies, and transparent fee structures. As a firm founded on principles of integrity and expertise, we maintain rigorous internal controls over investment decisions and provide direct access to Certified Financial Planners and institutional analysts. Our track record of $222M+ in managed assets and 26 years of continuous service reflects our commitment to delivering conflict-free advice aligned with client objectives.
Services
Investment Management
Financial Planning
401k Plans
Investment Counsel
Institutional Strategies
OCIO Services
Small Cap Strategy
Large Cap Value
Fixed Income Strategy
Details
- Year established: 1998
Highlights and features
- We average over 30 years of institutional investment experience
- Our fee-only fiduciary model eliminates conflicts of interest
- We maintain direct control over all investment decisions
- We utilize proprietary valuation models and fundamental analysis
- We provide free financial planning services to investment clients
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Management
We build customized stock and bond portfolios tailored to individual goals and risk tolerance. Our evidence-based approach combines asset allocation, diversification, and continuous monitoring to optimize returns. Clients benefit from institutional-grade strategies without sales fees or gimmicks, with quarterly reviews ensuring ongoing alignment with financial objectives.
Financial Planning
Comprehensive planning services address retirement, education funding, estate planning, and tax optimization. Certified professionals provide personalized guidance covering all life stages. These services are included at no additional cost for investment management clients, focusing on long-term financial security and goal achievement.
401k Plans
We design low-cost 401k plans with seamless payroll integration and transparent pricing. Services include investment lineup selection, employee education, and compliance support. Our approach minimizes administrative burdens while maximizing benefits for business owners and employees through ADP and Charles Schwab partnerships.
Institutional Strategies
Specialized strategies target small-cap, large-cap value, and fixed-income opportunities. Each approach combines fundamental analysis with risk management to deliver consistent returns. Institutional clients receive tailored solutions developed by experienced portfolio managers with decades of expertise managing billions in assets.
OCIO Services
Outsourced Chief Investment Officer services provide strategic guidance for organizations managing significant assets. We develop customized investment policies, conduct manager due diligence, and maintain ongoing oversight while aligning strategies with organizational goals and risk parameters.
People
Tom Byrne
Founder, CEO, Advisor
Tom Byrne established Byrne Asset Management in 1998, bringing decades of institutional investment experience. As CEO, he oversees strategic direction while maintaining direct client relationships. His leadership emphasizes fiduciary responsibility and evidence-based investment approaches.
Art Ernst
COO, Head of Fixed Income
Art Ernst leads fixed income strategies with over 30 years of institutional experience. As COO, he manages operations and compliance while developing income-focused investment solutions. Certified Financial Planner designation enhances his holistic approach to client portfolios.
Jason Rapp
Head of Equities
Jason Rapp directs equity research and portfolio management. With extensive institutional background, he develops stock selection strategies emphasizing fundamental analysis and valuation discipline to enhance client returns while managing risk effectively.
Mike Chen
Equity Analyst, CTO
Mike Chen combines equity analysis with technology leadership. His dual role ensures investment strategies leverage advanced analytics while maintaining rigorous fundamental research standards for stock selection and portfolio construction.
Brian Arena
Head of Institutional Equities
Brian Arena leads small-cap and large-cap value strategies. With deep institutional expertise, he develops proprietary valuation models and conducts hands-on research to identify undervalued investment opportunities across market cycles.
Questions
What investment approach do you use?
We employ evidence-based strategies combining asset allocation, fundamental analysis, and risk management. Portfolios are customized to individual goals with continuous monitoring and quarterly reviews ensuring ongoing alignment.
How are your fees structured?
We operate as a fee-only fiduciary with transparent pricing. Clients pay a single management fee based on assets under management, with no sales charges, commissions, or hidden fees.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through secure digital communication and regular virtual meetings while maintaining our headquarters in Central New Jersey.
What retirement plan options do you support?
We offer 401k plans, SEP IRAs, and SIMPLE IRAs for small businesses. Each solution emphasizes low costs, streamlined administration, and advisor support for both employers and employees.
How do you ensure investment quality?
Our team conducts rigorous fundamental analysis using proprietary valuation models. We maintain direct control over all investment decisions and avoid third-party product sales conflicts.
What experience does your team have?
Portfolio managers average over 30 years of institutional experience managing billions in assets. Our team includes Certified Financial Planners and specialists in equity, fixed income, and institutional strategies.
