Traynor Capital Management

Registered Investment Advisors Committed to your Financial Independence

Traynor Capital Mission

Our mission is to develop and maintain customized investment strategies to help each client meet their particular needs. Our investment solutions cover multiple asset classes and complementary investment styles, based upon the ongoing needs and goals of our clients and overall market conditions.

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 to maximize risk reduction while keeping overall costs at low levels.

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Financial & Retirement Planning

We work with each client to identity 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.

Wealth Preservation

We advise on various estate planning issues and opportunities, aiming to maximize preservation of assets for spouse, family and extended generations.

Cash Management

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.

OUR TEAM

Keith Traynor

Keith Traynor

Founder & President

Matt Ihlein

Matt Ihlein

Investment Advisor Representative

Dave Peck

Dave Peck

Investment Advisor Representative

Susann Iwanicki

Susann Iwanicki

Client Associate

Jeannine Ashmore

Jeannine Ashmore

Client Associate

Merritt Carew

Merritt Carew

Client Associate

Maureen Kincade

Maureen Kincade

Client Associate

Logo: Traynor Capital Management

Contact Us

P: (610) 993-9050

F: (610) 561-3556

418 East King Street

Malvern, PA 19355

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