top of page
crop.webp

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

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

INVESTMENT FRAMEWORK

OUR TEAM

jmcglynn_headshot_edited.png

JOHN MCGLYNN

Founder/President

Tel: (502) 893-4586 

jmcglynn@aldyncapital.com

[removal_edited.png

PETER MBANASOR

Business Development Associate

Tel: (502) 893-4587 

pjmbanasor@aldyncapital.com

Savannah_Forleo_NoBackground_edited_edit

SAVANNAH FORLEO, CFP®, CHFC®

Financial Advisor

Tel: (502) 930-1298 

sforleo@aldyncapital.com

bnevius_headshot_edited.png

BILL NEVIUS

Financial Advisor

Tel: (502) 893-4588 

nevius@aldyncapital.com

bcreque_headshot-removebg-preview_edited

BLANTON CREQUE

Financial Advisor

Tel: (502) 893-4555 

bcreque@aldyncapital.com

IMG_4673-PhotoRoom_edited.png

KRISTIN HOBBS

Director of Client Relations

Tel: (502) 550-4012 

khobbs@aldyncapital.com

OUR TEAM
CONTACT

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:

Thanks for submitting!

I'm a paragraph. Click here to add your own text and edit me. It's easy.

Back to Top

BACK TO TOP

bottom of page