Wynden Capital Management, LLC

Wynden Capital Management, LLC is an investment advisory firm established in 2009, specializing in providing discretionary investment management services to individual and trust clients. The firm merged with LJD Partners in 2013 and became a wholly owned subsidiary of Argent Financial Group in 2019. As of March 6, 2024, the firm managed $5,785,412 on a discretionary basis. Wynden's investment strategy focuses on equity securities selected through in-house research, aiming to identify undervalued securities with potential for capital appreciation. For clients requiring diversified portfolios, the firm invests in various asset classes and security types. Clients' portfolios are managed according to an agreed-upon investment plan and reviewed periodically. Clients can choose between discretionary and non-discretionary account management, with discretionary accounts allowing Wynden to make investment decisions without prior client consultation. The firm charges management fees based on a percentage of assets under management, with a minimum portfolio value of $500,000 and a minimum annual fee of $6,250. Wynden does not engage in performance-based fees or side-by-side management. The firm primarily serves individuals, trusts, estates, corporations, and charitable organizations, with a minimum portfolio value of $500,000 for conventional investment advisory services. The firm's investment strategies include long-term purchases, short-term purchases, and trading, with a focus on minimizing the risk of loss through careful evaluation and diversification. Clients are provided with regular account reviews, reports, and statements. Jay Douglass, CFA, a partner at Wynden, oversees all client accounts and has a background in trading, portfolio management, and investment research. He holds the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation. Jay has no disciplinary history or other business activities to disclose.