Haykin, Michael

The firm provides discretionary investment management primarily to individual clients and trusts, serving both high-net-worth and non‑HNW households. It manages approximately $124.5 million for about 60 clients and delivers portfolio management services through custodial accounts at Charles Schwab, with no stated account minimums.

The firm follows a contrarian value investment philosophy that combines fundamental and technical analysis (for example, P/E and P/B ratios, yields, leverage metrics, and moving averages). Portfolio implementation emphasizes individual securities—including common and preferred stocks, ADRs, covered calls, and individual corporate and government bonds rather than bond funds—with relatively low turnover and quarterly, ongoing account review and reporting.

Distinctive features include a multi‑generation, father‑son practice structure and a formal affiliation with an additional investment adviser, Haykin Wealth Management Corp; the brochure discloses that one principal owns the affiliate and receives compensation through it while the other does not, and that one principal spends roughly 5% of his time representing the affiliate. The principals also disclose material outside-business activities—ownership interests in a cider producer and related real‑estate leasing arrangements—which are identified in the firm’s disclosures and may be atypical among peers.