Charles I. Lytle (“Chuck”) entered the insurance industry in 1946 as a New England Life agent. During his career he was a 32-time winner of the National Quality Award, a Life Member of the Hall of Fame and the Million Dollar Round Table, and a Life Member of the Leaders Association.
In 1966 he founded Lytle Associates “to provide continuity” for his clients, with sons Tom and Paul joining the firm in 1974 and 1975 respectively. He also envisioned the insurance industry changing at an accelerated pace and he positioned the company for the future by organizing the firm into specialized departments, which he felt would provide the high level of competence demanded in an increasingly competitive insurance and financial services marketplace.
Thomas and Paul Lytle took over the firm in 1984 with a mission to continuously improve client service and to identify the most valuable insurance and investment products for their clients. In 1985 they founded Lytle Investments, a fee-based advisory firm offering commission-free investment products for individuals, corporations and employer-sponsored retirement plans.
The firm also introduced a third generation. Charles A. Lytle (son of Tom) joined the firm as an investment adviser. Alison Lytle (daughter of Tom) and Nicholas Lytle (son of Paul) specialize in the design and implementation of employee benefit plans.
With a desire to focus their time on client-driven needs rather than the operational side of the business, Tom and Paul eventually sought a buyer for the company. In 2017, after much due diligence, they sold the business to Julius W. Aebly, Jr. of Aebly and Associates Insurance Services (formerly The Walsh Group). It was the perfect fit. Aebly specialized not only in employee benefits, but commercial and personal insurance as well, thereby expanding the base of products available to Lytle’s clients. On the flip side, Aebly and Associates was able to expand their product offerings to include investment services.
Continuing to operate under the LYTLE name, we strive not only to provide the continuity of service that our founder envisioned, but to provide specialized products along with the high level of competence our clients deserve.