Bickley Investments, LLC

Bickley Investments provides financial planning and discretionary investment management to individual clients, with its Form ADV indicating a focus on high‑net‑worth and ultra‑high‑net‑worth individuals rather than non‑HNW retail clients. The firm operates as a fiduciary and documents client objectives through an Investment Policy Statement used to guide portfolio construction.

The adviser follows a passive, low‑cost approach that generally limits recommendations to market‑tracking ETFs and, when needed, mutual funds, using strategic asset allocation and periodic rebalancing rather than market timing or active security selection. Engagement begins with a comprehensive client interview and document review, after which the firm implements the IPS, monitors accounts on a discretionary basis, and conducts quarterly contacts with an annual comprehensive review (providing written reports only if requested).

Notable distinctions in the brochure include that the firm currently manages discretionary assets for a single client relationship and does not aggregate trades across multiple client accounts, directing trading per each client’s IPS. The firm also permits clients to impose written investment restrictions (including limitations to avoid realizing embedded taxable gains) and does not accept proxy‑voting authority for client securities.