Services

We are a focused investment advisory firm that concentrates on portfolio management services. We also offer hourly consultation services as an add-on service offering.

Our consultations analyze a client’s financial situation and makes appropriate recommendations for investment strategies and methods of implementation of the strategies.

Depending upon the client’s need and desires, our initial information gathering includes: personal situation (including age, family members, beneficiaries, etc.), risk tolerance, goals, current financial situation and concerns and documents that apply to their financial situation (wills, advance directives/living will, trusts, powers of attorney, etc).

Custodian and Trade Clearing

Mirhaydari Capital Management utilities TradePMR and First Clearing LLC as its custodian and clearing services providers.

About TradePMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR Brokerage and Custody Services for Registered Investment Advisors

About First Clearing

First Clearing, LLC is a registered broker-dealer & non-bank affiliate of Wells Fargo & Company.

For further information:

TradePMR – Rob Dilbone, Managing Director, 352.332.8723 (ext. 105), rdilbone@tradepmr.com
First Clearing – Tony Mattera, Communications, 804.398.7888, anthony.mattera@wellsfargoadvisors.com