Linch Financial is a Registered Investment Advisory firm based in Southlake, Texas, which is part of the Dallas/Fort Worth metroplex. We are dedicated to helping our clients live their dreams by providing integrated financial planning and investment strategies for every stage of life.
We operate as an independent advisory firm that is fee-only, to provide truly objective wealth management solutions for our clients. We’ll do everything we can to help you meet your financial goals and challenges, so you can live the life you envision with peace of mind. We put honesty, integrity, and trust before everything else. Each member of Linch Financial shares important core values and beliefs centered around a devoted commitment to our clients.
Our Custodian of Accounts
Linch Financial has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”), is the leading provider of those services to independent investment advisors.
By using Schwab as primary custodian, Linch Financial has access to a wide range of products and services that help us serve our clients, including:
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
Linch Financial will facilitate the opening of client accounts at the custodian, and manage the accounts for the client. All check deposits are to be made payable to the custodian. The custodian will send, by mail or email, trade confirmations and monthly statements to the client. Accounts are always available for viewing on the custodian website.
These materials have been independently produced by Linch Financial. Linch Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Linch Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
We do not share your financial information with any individual or organization. However, at your request, we will discuss your situation with others, such as your CPA or attorney.
Available upon request.
High Net Worth Clients
Linch Financial’s investment strategy caters to high net worth clients. Minimum investment of $500,000 desired.
Free Portfolio Analysis
Contact us to schedule your complimentary financial review. There is no cost or obligation to review your current situation. We look forward to meeting you.