Aldyn Capital is an independent firm focusing on investment management and advisory services for individual investors and privately held businesses. By understanding the unique profile of each client, we are able to build and sustain successful investment programs.
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
Actively managed multi-asset portfolio that invests across the entire economic cycle
Select portfolio of individual equities and exchange traded funds. High risk/reward.
Tel: (502) 893-4586
Tel: (502) 893-4555
SAVANNAH FORLEO, CFP®, CHFC®
Tel: (502) 930-1298
Tel: (502) 893-4588
Director of Client Relations
Tel: (502) 550-4012
4350 Brownsboro Road, Suite 110
Louisville, KY 40207
For any general inquiries, please fill in the following contact form:
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