Coyle Capital is an independent, registered investment advisor. Using practical portfolio management techniques, our asset allocations are designed to help facilitate tax and fee efficiencies for growing wealth while mitigating risk.


Philosophy

Coyle Capital's investment approach is of a long-term nature, and is informed by the works of notable academicians.  Our philosophy is based on the notion that investors prefer lower volatility, and that our tax code significantly weakens the affluent investor's appetite for short-term capital gains. 

Philosophy

Value

Our approach is designed to add ascertainable value for affluent investors by focusing on the diversification of asset classes with advantageous tax structures.  We pride ourselves on finding the most tax efficient and fee sensitive way to invest in those arenas that maximize returns. 

Value Proposition ›

Structure

Structured as an independent investment advisor, our team's fiduciary responsibility is to the client only. By design, this aligns our interests with that of the client, and allows us to minimize fees. Being a multi-family office group, our counsel is designed to meet current needs, as well as that of future generations.

Leadership › 


Supporters of the Endowment-Style Approach

  • Wall Street’s favorite scam is pretending that luck is skill.
    — Ron Ross, Ph.D. Economics, Professor of Economics, Author: The Unbeatable Market
  • This message (that attempting to beat the market is futile) can never be sold on Wall Street because it is in effect telling stock analysts to drop dead.
    — Paul A. Samuelson, Ph.D. Philosophy, Professor of Economics, MIT, Nobel Laureate in Economics
  • Q. So investors shouldn’t delude themselves about beating the market? A. “They’re just not going to do it. It’s just not going to happen.
    — Daniel Kahneman, Ph.D. Psychology, Noble Laureate in Economics
  • If there’s 10,000 people looking at the stocks and trying to pick winners, one in 10,000 is going to score, by chance alone, and that’s all that’s going on. It’s a game, it’s a chance operation, and people think they are doing something purposeful…but they’re really not.
    — Ron Ross, Ph.D. Economics, Professor of Economics, Author: The Unbeatable Market
  • We can extrapolate from the study that for the long term individual investor who maintains a consistent asset allocation and leans toward index funds, asset allocation determines about 100% of performance.
    — Roger Ibbotson, Ph.D. Professor of Finance -Yale University. Ibbotson Associates. Author: The True Impact of Asset Allocation on Returns