Mission Statement

Our mission at Byrd Investment Management is to provide you with a comprehensive approach to pursue your financial goals. I take the time to understand and identify the specific needs and goals of my clients, which allows me to create a personalized plan so that you can transition confidently and independently into retirement.

Being an independent financial services firm allows us to be objective in our recommendations because we have no proprietary products or investment banking relationships. Our focus will always be on the best interests of our clients.

Once your plan is implemented, we work together to tailor an ongoing service schedule to monitor your investments and strategies to ensure you are on track to pursue your overall financial goals. This includes evaluating and monitoring changes in performance, risk, investment style, and investment managers. We work hard to grow and preserve your trust through superior service with the goal of developing long-term and rewarding client relationships.