What We Do
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. Our mission is to provide the families we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. 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.
Tryon Investments, LLC is a Registered Investment Advisory firm providing fee based financial planning and investment advisory services.
Tryon Enterprises, LLC (dba Tryon Financial Group) is an insurance firm offering solutions for individuals and businesses. Including but not limited to: life, health, annuities, long term care, funeral trusts, etc. Founded in 2008, we have developed our business by reaching out, nurturing and maintaining close, trusted relationships with each of our clients.
Looking After Your Best Interest
We understand how important it is for you to be able to trust your financial professional – particularly in the wake of recent, highly publicized corporate failures and investment management. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.
That trusted advisor is Tryon Investments. We are experienced, responsive and understand your need for integrity and transparency.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at (319) 665-5050 or toll-free at 855-TryonUs today!
No Pressure, No Obligation “ever” to become a Client (never selling)
Educate in Simple, easy to Understand Language
Flawless Integrity – We like to Sleep at Night
Independent – No Corporate Influence or “Puppet-Strings”
Keep Client Costs Low – Client Must be “Net Beneficiary”
Strict Fiduciaries – only what’s best for our Clients (not our pocket)
Debt-free – 100% client-focused (period)
Value-Add – Communicate Proactively (defensively / offensively) based on market research (headwinds / tailwinds)
Utilize Independent Custodian (TD Ameritrade Institutional)
Investment Strategies backed by Significant Research
Tortoise, Not the Hare – Capital-Preservation Driven
Convenient – meet at our office, neutral site, or your home
In-house Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®)
Complimentary Portfolio Analysis Review (PAR), Social Security Timing report (SS Max), and Financial / Retirement Planning (RA)
Cater to Accredited Investors (High Net-Worth) with (Equity & Bond) Private Placements
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Tryon Investments, LLC, and the other entities named on this document are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.