Your Investment Goals Are Our Business

We serve our clients by providing unbiased investment management services.

About Us

Hayden Capital Management is a fee-only registered investment advisor that is completely independent. We do not receive an incentive for the investment strategies we recommend.

Retirement & Education


With over 20 years of experience in Retirement Planning and Education, we provide a vast range of services for both individuals and organizations, ranging from Individual Retirement Accounts to Employer-Sponsored 401(k) Plans.

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Wealth & Estate Management

 

As your Investment Advisor, we provide strategies to help you reduce taxes, plan for your financial future, and ensure a smooth transfer of wealth to your loved ones.

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Stocks, Bonds & Mutual Funds

 

Our team will lead you through investing in stocks, bonds, mutual funds, ETFs and so much more. We help you diversify your portfolio by having a mix of different investments.

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Small Business Retirement Plans

Creating the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses a way to offer their employees a retirement plan.

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Our Values

Integrity

We are responsible, ethical, and competent professionals who work hard to earn our clients’ trust and confidence. We always keep their financial interests first and foremost.

Independence

We are an independently owned investment management and advisory firm. We develop our own unconstrained views and insights, and work diligently to deliver objective, bespoke solutions to clients.

Expertise

We are active managers focused in areas where we have expertise and can provide value consistently.

Where are your clients located?

While our headquarters is in Walnut Creek, California, our clients are located throughout the United States. We estimate 75% of our clients are in California. 

With what types of clients do you work?

Our clients consist of individuals, families and businesses. We generally work with the following clientele:

  • Individuals receiving distributions from corporate retirement plans and IRA rollovers.
  • Professionals and entrepreneurs seeking portfolio management. 
  • Multi-generational wealth, including family trusts and 529 savings plans.
  • Surviving spouses managing proceeds from estates.
  • Retirement plans for closely held companies, including 401(k) plans.
How do you charge?

We are a fee‐only investment advisor. We do not receive commissions or fees based on a client’s purchase of any financial products.

Will I be able to access all my information?

Absolutely. We have a client portal that is dedicated to you so that you can log in and view your information at any time. In the client portal, you can view reports such as your quarterly performance report.

How frequently will you communicate with us?

We focus on delivering proactive and transparent communication to you. If you choose, we will send you an email to approve our buy or sell recommendations along with a brief synopsis of each new equity. Depending on your account, you will receive either a monthly or quarterly report containing updates on your portfolio holdings and performance.

Lastly, you will receive updated market outlook information and important required notices from time-to-time.

FAQs

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