Investment Management & Advisory Services

Aldyn Capital is an independent investment advisory firm. Our practice is focused on working with individual investors and middle-market privately held businesses to help develop and manage successful investment programs.

 

Our Process

First and foremost, we know our clients.

As an independent firm - you (the client) are the primary focus. Before providing any advice and guidance, we want to know your feelings toward investing, financial/life goals, and present situation. Understanding your unique situation is an essential part of determining your investment plan.

We will help you navigate the four phases of financial life:

1. Create and grow your wealth

2. Protect and preserve your wealth

3. Distribute wealth during your lifetime

4. Tax-efficient wealth distribution at death

Full-service advisory is provided for all clients

At the end of the day, we are in the business of helping people. No matter what financial obstacles are in the way, we will assist you in providing solutions to address them. We provide advice and guidance on:

  • Investment management

  • Retirement planning

  • Educational planning

  • Estate planning

  • Tax 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 core portfolio based on long-term investment goals

STRATEGIC

FULL CYCLE

Actively managed multi-asset portfolio that invests across the entire economic cycle

Select portfolio of individual equities based on research from social media data. High risk/reward.

OPPORTUNITY

Glass Buildings
 

OUR TEAM

jmcglynn_headshot.jpg

JOHN MCGLYNN

Founder/President

Tel: 502-893-4586

jmcglynn@aldyncapital.com

bnevius_headshot.jpg

BILL NEVIUS

Financial Advisor

Tel: 502-893-4588 

nevius@aldyncapital.com

BLANTON CREQUE

Financial Advisor

Tel: 502-893-4555

bcreque@aldyncapital.com

MASON KING

Associate

Tel: 502-893-4556

masonking@aldyncapital.com

 

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:

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