Traynor Capital Management

Plan. Invest. Relax.

Financial planner in Malvern, PA (show on map)

4.2

★★★★☆

19 reviews

Traynor Capital Management helps clients plan for all stages of life with financial and retirement planning, investment management, and cash management services.

Call (610) 993-9050

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About

Traynor Capital Management, founded in 2006, is a registered investment advisor firm committed to clients' financial independence. The firm provides financial and retirement planning, investment management using traditional equity and fixed income securities, and cash management services for individual, joint, or corporate brokerage accounts.

With a focus on low-cost, high-quality holdings and transparent portfolio strategies, Traynor Capital aims to set itself apart from larger brokerage houses by prioritizing client loyalty and commitment. The firm leverages the resources of Fidelity Investments to support its portfolio strategies and help clients meet their financial objectives.

Low-cost, high-quality investment holdings

Transparent portfolio strategies

Direct ownership of equities, bonds, and ETFs

Open architecture with access to vast investment offerings

Proactive approach to active and passive strategies

Fee-only advisory firm with client-first interests

Services

Investment Management & Advisory

Our investment process is built upon traditional equity and fixed income securities, along with exchange traded funds. We believe in the need for asset and style-based portfolio strategies, with concentrated holdings intended to maximize risk reduction while keeping overall costs at low levels. The investment strategies run by our firm offer a cost effective, fresh approach with a constant focus on generating excess return.

Traditional equity and fixed income securities Exchange Traded Funds (ETFs) Asset and style-based portfolio strategies Concentrated holdings for risk reduction Low-cost approach

Financial & Retirement Planning

We work with each client to identify their financial and retirement objectives and goals. While investment management is vital to this process, we ensure that our clients have financial goals and expectations, and know what we plan to do in order to reach them. As a client of Traynor Capital Management, you have free access to two financial planning platforms, eMoney and Riskalyze. We utilize both of these programs to help you reach your financial and retirement goals and give you the ability to interact with your portfolio to get a clear understanding of your current and future needs.

Customized investment strategies Multiple asset classes and investment styles Collaborative cash flow planning Interactive retirement income planning Robust what-if scenario planning Comprehensive tax calculations Risk tolerance assessment with Riskalyze Free access to eMoney and Riskalyze platforms

Cash Management

With bank interest rates still at historically low levels we have the ability to build fixed income portfolios that are conservative in nature but provide a stream of income that most banks cannot produce. Individual, Joint, or Corporate brokerage accounts allow for the flexibility of investment options to make better use of your unused cash. These fixed income investments are not guaranteed or insured and can decline in principal. However, the fixed income holdings are safe, conservative and Traynor Capital will manage the holdings to protect principal and maximize total return of fixed income holdings. We advise on various estate planning issues and opportunities, aiming to maximize preservation of assets for spouse, family and extended generations.

Fixed income portfolio construction Conservative investment options Brokerage accounts for individual, joint, or corporate clients Principal protection and total return maximization Estate planning advice for asset preservation