Matthew Laydon Capital Management

Matthew Laydon Capital Management offers ongoing portfolio management and financial planning to individuals and high‑net‑worth clients and also works with charitable organizations, an uncommon client type for independent advisers. The firm reports about $30 million in assets under management across roughly 60 clients and documents each client’s goals and constraints in a written Investment Policy Statement.

MLCMLLC generally manages accounts under written IPSs and typically seeks discretionary trading authority, employing both active and passive approaches across equities, ETFs, fixed income, real‑estate funds and, when appropriate, options and margin. Its investment process uses a mix of fundamental, quantitative, technical and modern portfolio theory analyses, documents client risk tolerances, and performs at least monthly account reviews.

Noteworthy aspects include the firm’s engagement with charitable organization clients and its use of higher‑risk instruments (margin and options) alongside traditional investments, which can make portfolio construction more complex than many peers. The firm recently added financial planning to its services, maintains custody relationships with both Schwab Advisor Services and Interactive Brokers, and the principal also provides separate one‑on‑one trade mentorship as an outside business activity.