INDEPENDENT FIRM FOCUSED ON THE LONG-TERM SUCCESS OF OUR CLIENTS
SERVICES
-
Comprehensive Financial Planning
-
Investment Management
-
Retirement Planning
-
Education Savings Planning
-
Estate Planning
-
Tax Planning
-
Insurance Planning
INVESTMENT FRAMEWORK
We manage multi-asset and multi-duration portfolios based on an individual risk profile. Client assets are invested within a consistent framework inside one (or more) of three categories:
Foundational portfolio based on long-term investment goals.
CORE
FULL CYCLE
Actively managed multi-asset portfolio that invests across the entire economic cycle.
Select portfolio of exchange traded funds. High risk/reward.
OPPORTUNITY
OUR TEAM
SAVANNAH FORLEO, CFP®, CHFC®
Financial Advisor
Tel: (502) 930-1298
BLANTON CREQUE
Financial Advisor
Tel: (502) 893-4555
JOHN MCGLYNN
Founder/President
Tel: (502) 893-4586
KRISTIN HOBBS
Director of Client Relations
Tel: (502) 550-4012
CONTACT
ALDYN CAPITAL
OUR ADDRESS
4350 Brownsboro Road, Suite 110
Louisville, KY 40207
Email: jmcglynn@aldyncapital.com
Tel: 502-893-4586
For any general inquiries, please fill in the following contact form:
I'm a paragraph. Click here to add your own text and edit me. It's easy.
BACK TO TOP