INDEPENDENT FIRM FOCUSED ON THE LONG-TERM SUCCESS OF OUR CLIENTS
SERVICES
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Comprehensive Financial Planning
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Investment Management
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Retirement Planning
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Education Savings Planning
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Estate Planning
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Tax Planning
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Insurance Planning
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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:
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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®, CDFA®
Financial Advisor
Tel: (502) 930-1298
BLANTON CREQUE
Financial Advisor
Tel: (502) 220-9368
JOHN MCGLYNN
Founder/President
Tel: (502) 548-5407
KRISTIN HOBBS
Director of Client Relations
Tel: (502) 550-4012
CONTACT
ALDYN CAPITAL
OUR ADDRESS
4350 Brownsboro Road, Suite 110
Louisville, KY 40207
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Email: jmcglynn@aldyncapital.com
Tel: 502-548-5407
For any general inquiries, please fill in the following contact form:
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