Heydorn Stone Capital Management, Llc

Description

• Heydorn Capital Management LLC (formerly Heydorn Capital Management) is an independent SEC registered investment advisory firm with a focus on client-centered investing. The client is at the center of every decision we make. We provide individually constructed investment portfolios adapted to each client's personal objectives consistent with their tolerance for risk. Our investments include no-load mutual funds, exchange traded funds (ETF), and individual bonds. We have access to elite money managers with solid performance track records and employ a multi-manager approach to ensure client portfolios are well diversified. Charles Schwab & Co., Inc. is the custodian for client assets.Management fees are asset based with no compensation from the mutual funds or other investments that we recommend. This allows us to be free to structure an investment strategy with the client's best interest in mind. Our success is measured by how well we service our clients and assists them in achieving their investment goals.In addition we provide comprehensive financial planning or can offer a more focused review for a particular need, such as a retirement, estate, or insurance plan. And HSCM provides advisory services for small to intermediate-size plan sponsors of 401k and other similar retirement plan programs.
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  Headquarters:600 Mamaroneck Avenue Suite 400, Harrison, New York, United States

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  Phone Number: +1 914-752-5300

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  Website: https://www.heydornstone.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Heydorn Stone Capital Management, Llc

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• |  NAICS Code: 523110  |

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