Myrmidon Private Capital

Myrmidon Private Capital provides fee-only investment advisory services to individuals (both high-net-worth and mass-affluent) and to small and mid-size groups, and it also accepts retirement plan and other institutional clients. Services emphasize discretionary portfolio management—selecting investment strategies and vehicles, monitoring accounts, and implementing client-imposed investment restrictions.

The firm relies primarily on third‑party research (for example, Value Line, Morningstar, S&P, Moody’s and Merrill Lynch) and generally favors long‑term strategies complemented by short‑term trading where appropriate. It primarily uses options for hedging and can sell short, and for separately managed accounts the firm may employ derivatives and borrowing (margin) as part of its investment toolkit; it also advises on structured products, warrants and a broad range of fixed‑income instruments.

Noteworthy for an independent advisory practice, Myrmidon explicitly serves institutional/ERISA clients and will vote proxies for retirement plans unless a client reserves that right, and it documents procedures for custodial fee debits and client reporting. The firm also notes the use of trade‑away or prime‑broker arrangements for fixed‑income execution and describes specific operational controls (quarterly reports, written investment restrictions), practices that are less common among peers.