Investment Management & Advisory Services

Aldyn Capital is an independent investment advisory firm. We work with individual investors and middle-market privately held businesses to help develop and manage successful investment programs.

PRACTICE AREAS

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

OUR VISION

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