Stephanie E. Doyle Investment Management

Our Story

Stephanie E. Doyle Investment Management is An independent fee-based investment advisory firm located in Cypress, Texas focused on effectively managing the risk of investing in order to give our clients the highest probability of reaching their financial goals. We look at market trends and utilize asset allocation and systematic rebalancing, a disciplined approach to buying low and selling high. Because we are an independent fiduciary, selling no products and accepting no commissions, Stephanie E. Doyle Investment Management renders complete objectivity when making recommendations.

Our Clients:

Investment Planning - Our investment planning clients are typically self-directed individuals who want guidance but prefer to manage their own investment portfolios.

Money Management - Our money management clients are typically professionals and small business owners who do not have the time and would prefer to delegate the day-to-day responsibilities.

Our Services:

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.

Fees:

Free Consultation - We offer a complimentary initial consultation where we will discuss your general circumstances.

Investment Planning Fee - We charge an hourly rate and will predetermine an amount based on the amount of time it will take to develop a plan based on the complexity of you needs.

Money Management Fee – We charge an annual management fee, which is typically 1% of assets under management.

Our Seminars:

We offer free seminars to help educate our clients and prospective clients. These include but are not limited to:

Retirement Planning
IRA Rollovers
Social Security Planning
College Planning
Estate Planning
Investing Basics