Piedmont Street Management: Registered Investment Adviser
85 Piedmont Street
San Francisco, CA 94117
(415) 731-2944
JimEyres@pstmgt.com
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Background & Credentials Our Approach Topics to Consider Questionnaire
Background & Credentials

James W. Eyres, Managing Director

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.

On the Personal Financial Planning side, I can give counseling and advice about budgeting, investment planning, stock options, real estate, estate planning, insurance, tax, and other issues.

On the investment management side, 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.


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