Traynor Capital Management

About Traynor Capital Management

<p>Founded in 2006, Traynor Capital Management is a registered investment advisor based in Malvern on Philadelphia’s Main Line, serving clients across much of the U.S. The firm works with individuals and small businesses on retirement and wealth planning, investment management, and cash management.</p> <p>Traynor Capital Management builds customized portfolios that typically use traditional equity and fixed income holdings along with exchange-traded funds. The firm emphasizes straightforward portfolio construction and clear reporting, with a focus on helping clients understand their investments, fees, and returns.</p> <p>For retirement plans, Traynor Capital Management can act as a 3(21) fiduciary, providing co-fiduciary investment advice to plan sponsors. It also works with Fidelity Investments as a key resource for custody and platform support.</p> <p>As of 2026, Traynor Capital Management manages $1.8 billion in assets and is registered to serve clients in 35 states. A practical differentiator is its focus on direct, transparent portfolio strategies rather than packaged products.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for individuals, small businesses, and retirement plans</li> <li>3(21) fiduciary investment advice for plan sponsors</li> <li>Investment management using equities, fixed income, and ETFs</li> <li>Retirement planning and cash management</li> </ul>

Website: https://traynorcapitalmanagement.com/

Founded: 2006