First Tryon Advisors offers investment advice, primarily within existing municipal advisor client relationships, focusing on cash management for municipal entities. They advise on mutual funds, exchange traded funds (ETFs), options, and fixed income securities. Clients can place reasonable restrictions on investments based on their specific needs. The firm's methodology is based on Modern Portfolio Theory and incorporates fundamental, technical, and cyclical analysis.
Fee Structure
First Tryon Advisors negotiates investment advisory fees with each client individually, either as a flat fee or based on a percentage of assets. These fees are typically billed monthly or quarterly. Clients will also incur additional costs such as brokerage commissions and fees charged by custodians or other third parties. First Tryon Advisors may invest client assets in mutual funds or ETFs, which have their own management fees.