James W. Eyres, Managing Director
Let me take a moment to describe my background. I spent an extended career with the Bank of America. In August, 1999, I opened my own independent practice, offering a range of personal financial planning and investment management services to individuals and families. In March, 2006 this practice became Piedmont Street Management.
Now focused on investment management, Piedmont Street Management is one of Charles Schwab's independent investment advisers. Our investment approach is fundamental, with an agreed asset allocation of cash, fixed income securities, mutual funds, and large capitalization common stocks recommended for most clients. The client must approve each investment decision in advance.
Piedmont Street Management Inc. is incorporated with limited liability as a California Corporation.