Brandon E. White
CFA – Co-founder, President & CCO
Brandon brings over twenty years of experience in managing portfolios to Coyle Capital. Brandon started his career at Merrill Lynch in Washington, D.C., earning the traditional wirehouse experience that has turned many professionals to the superior fee-only Registered Investment Advisor (RIA) model. Since moving back to Austin in 2005, Brandon has worked for RIA firms that focus on high net worth entrepreneurs. Before co-founding Coyle Capital, Brandon was the Managing Director at Yale Capital Corporation, a RIA managing over $1 billion in assets for approximately 40 families. Brandon earned his BBA and MBA from the McCombs School of Business at the University of Texas at Austin. In 2005, Brandon became a CFA Charterholder. The CFA credential is considered the most recognized and respected financial designation in the world.
Dustin J. White
CVA – Co-founder, Principal & COO
CFP®, CRPC® – Wealth Management Advisor
CPA, CFP® – Wealth Management Advisor
Director of Client Services
Explore the different ways we can customize a financial service to your unique needs.
Let’s discuss your unique situation
We are a boutique firm and we pride ourselves on getting to know every client personally. Contact us to schedule a consultation where we can discuss your unique situation, what’s important to you, and how you would like to establish your financial legacy.
Service 4: Retirement Solutions
We share your mission to help your retirement plan participants achieve their financial goals. It’s why we make a fiduciary promise to every client: we will act in your best interests, no matter what.
We believe that starts by implementing a fiduciary-based service model that focuses on helping plan sponsors and participants make smart, informed decisions to enhance participant outcomes with the upmost transparency.
If you would like to set an appointment to learn more about how we can evaluate and potentially improve upon your current 401(k) plan, please contact us.
PLAN PARTICIPANT LOGIN (LINK TO WEB PORTAL).
Service 7: Institutional Services
We develop customized solutions to assist clients in balancing strategic priorities and day-to-day decision-making based on their distinct investment objectives and unique circumstances.
Services include investment management, fund performance reviews, investment committee oversight, investment and spending policy guidance, and fiduciary services. For more information, contact us.