Your Investment Goals Are Our Business
We serve our clients by providing unbiased investment management services.
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.
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.
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.
We are a fee‐only investment advisor. We do not receive commissions or fees based on a client’s purchase of any financial products.
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.
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.