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.
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), firstname.lastname@example.org
First Clearing – Tony Mattera, Communications, 804.398.7888, email@example.com