Haykin, Michael
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management primarily to individual clients and trusts, serving both high-net-worth and non‑HNW households. It manages approximately $124.5 million for about 60 clients and delivers portfolio management services through custodial accounts at Charles Schwab, with no stated account minimums.
The firm follows a contrarian value investment philosophy that combines fundamental and technical analysis (for example, P/E and P/B ratios, yields, leverage metrics, and moving averages). Portfolio implementation emphasizes individual securities—including common and preferred stocks, ADRs, covered calls, and individual corporate and government bonds rather than bond funds—with relatively low turnover and quarterly, ongoing account review and reporting.
Distinctive features include a multi‑generation, father‑son practice structure and a formal affiliation with an additional investment adviser, Haykin Wealth Management Corp; the brochure discloses that one principal owns the affiliate and receives compensation through it while the other does not, and that one principal spends roughly 5% of his time representing the affiliate. The principals also disclose material outside-business activities—ownership interests in a cider producer and related real‑estate leasing arrangements—which are identified in the firm’s disclosures and may be atypical among peers.
Client services
Expertise
Fee options
$0 - $100,000: 1.0% $100,000.01 - $200,000: 0.9% $200,000.01 - $300,000: 0.8% $300,000.01+: 0.65%
Main office
See officeCentennial CO
Advisors at this office
1
Most active in
California · Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel H
Series 63, Series 65
Centennial, CO
Haykin, Michael
Daniel Haykin is a financial advisor at Haykin Wealth Management, Corp with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked alongside Michael Haykin since 2011. Outside of his advisory role, Daniel is the owner of Haykin Family Cidery, a family cider and distillery business. Haykin Wealth Management provides discretionary investment management and tailored portfolio advice primarily to individual clients and trusts. The firm follows a contrarian value investing philosophy that combines fundamental and technical analysis and emphasizes long-term holdings while selectively engaging in takeover arbitrage opportunities.
Michael H
Aurora, CO
Haykin, Michael
Michael Haykin is a financial advisor with 27 years of industry experience, operating under his own firm, Haykin, Michael, since 1988. The firm is a small, family-run practice based in Aurora, CO, with two advisors. Outside of his advisory work, Michael Haykin has ownership interests in a cider producer and related leased property. Haykin, Michael provides discretionary investment management to individuals and trusts, serving both high-net-worth and non-HNW clients. The firm employs a contrarian value investment philosophy that combines fundamental and technical analysis, emphasizing long-term horizons and relatively low turnover, with strategies including covered calls, individual bond selection, and ADRs for foreign exposure.
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