Brookville, NY Office

Traynor Capital Management serves individual and high‑net‑worth clients as well as corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, retirement plan/corporate consulting, and business funding consulting tied to ROBS (rollover business solution) transactions. The firm provides both discretionary and non‑discretionary management and describes financial planning as a value‑added complement to its portfolio services.

The firm’s investment approach emphasizes tailored strategies across multiple asset classes with a notable emphasis on direct stock ownership across large, mid, small cap and international categories; typical portfolios hold roughly 20–50 positions and are constructed using a proprietary methodology that evaluates industry potential, earnings projections, leadership and valuation. Portfolios are monitored and rebalanced as market conditions and client circumstances change, and the firm uses a mix of analytical techniques including fundamental, technical and charting analysis.

Compared with peers, Traynor stands out for its scale relative to team size — managing over $2.4 billion with a seven‑advisor team — which results in an unusually high amount of assets per advisor. The firm also maintains a formal relationship with third‑party ROBS providers and a designated administrative team that spends substantial time facilitating business‑funding account openings and transfers, a source of referral flow into its investment advisory business.