Mynad LLC

Mynad LLC provides discretionary portfolio management to a small client base—about 21 accounts totaling roughly $90.7 million in assets—and primarily serves high‑net‑worth individuals and charitable organizations. The firm prepares individualized investment policy statements and advises across equities, fixed income, exchange‑traded funds (including precious‑metal ETFs) and non‑U.S. securities.

Its investment process combines charting, cyclical, fundamental and technical analysis and can employ both long‑term and short‑term trading, including options, short sales and margin transactions. Accounts are monitored on an ongoing basis with quarterly reviews and the firm recommends custodial arrangements intended to support best execution.

Notably for a firm of its size, Mynad reports advisory relationships with institutional clients such as an insurance company and accepts performance‑based fee arrangements for qualified clients, practices that are uncommon among similar advisers and that the brochure says are managed with policies to address related conflicts of interest. The firm also discloses potential receipt of research or other soft‑dollar benefits and operates with a single designated reviewer for client accounts, which may be relevant considerations for prospective clients.