Styre Wealth

The Rudd Company, LLC, operating as Styre Wealth, is a registered investment advisor specializing in managing investment assets and providing consulting services for individuals, families, and institutions. Established in 2009 and registered in 2017, the firm offers objective investment advice and asset management services. They cater to high net-worth clients with tax concerns, liquidity needs, and those interested in aligning investments with faith and family values. Additionally, they assist small to medium-sized businesses with retirement plan selection and management. For private clients, Styre Wealth offers asset management services using individual equities, fixed income instruments, and mutual funds/ETFs to maximize returns relative to risk. They manage client assets on a discretionary basis and also provide retirement plan consulting services. The firm charges annual management fees ranging from 0.25% to 1.65% of account assets for private clients and 0.50% of plan assets for business retirement plans. Styre Wealth does not accept performance-based fees and requires a minimum account size of $500,000, though smaller accounts may be accepted at their discretion. Styre Wealth's investment strategies are research-driven and diversified based on Modern Portfolio Theory, tailored to each client's goals, risk tolerance, and financial resources. The firm does not maintain custody of client assets but uses Charles Schwab & Co., Inc. as a custodian. They do not receive soft-dollar benefits and do not allow clients to direct brokerage. Styre Wealth exercises discretionary investment authority with clients' written consent and provides regular account monitoring and reporting. The firm does not have any disciplinary history and is not affiliated with other investment firms.