Investment Management Services

Lytle Investments is registered with the Securities and Exchange Commission and offers fee-based
investment advisory services to individual investors for the following types of accounts:

• IRA’s: Traditional, Roth, Non-Deductible
  
• Non-qualified brokerage accounts
  
• Individual, Family & Corporate Wealth Management

When providing advisory services, we are held to a fiduciary standard that covers our investment
advisory relationship with you. As fiduciaries, investment advisers are required to act in the best
interests of their clients. We will offer you advice on a regular basis. As part of our standard service, we
will discuss your investment goals, design with you a strategy to achieve your investment goals and
regularly monitor your portfolio.