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Welcome to LYTLE Investments

Lytle Investments is a Registered Investment Adviser.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We Are Here For You

We are a comprehensive fee-based financial services firm committed to helping you improve your long-term financial success. For over twenty-five years, our firm has been committed to delivering personalized programs to help protect and grow our clients’ wealth.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or contact us at 716-773-6626. 

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Our Focus

Our goal is to provide exceptional client service and to establish long term relationships. Whether you are at the start of your career, in your peak earning years, or enjoying your retirement, your personal and professional success is our focus.

At Lytle Investments, we listen to our clients. We must understand your needs and expectations so that we can design an investment plan consistent with your goals and objectives. We will integrate your investments into a cohesive whole, paying attention to the following objectives: growth, income, liquidity and safety.

We communicate with you, your family, business and employees through periodic written updates, face-to-face meetings, and phone calls to raise questions and provide answers. The world and markets are full of surprises, and as events affect your investments, for better or worse, we will keep you informed so that we are both part of the solution.

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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