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Investment Approach

Linch Financial’s investment management experience is essential in assisting clients to clarify their goals and objectives and identify appropriate investment strategies to reach those goals. Linch Financial has counseled clients in the most difficult and rewarding financial market conditions, applying well-rounded investment knowledge that protects their wealth through sound and prudent diversification. Linch Financial specializes in comprehensive financial planning, retirement planning, fixed-income, stock selection, merger-arbitrage, capital protection, wealth accumulation, estate planning, and dynamic asset allocation strategies.

The firm is dedicated to identifying investment strategies that have a history of steadfast, high-quality performance that is consistent with Linch Financial’s emphasis on protecting and building clients’ capital. Additionally, Linch Financial is sensitive to the role which family dynamics play regarding intergenerational wealth transfers. At your request, we interact personally with any of the family members who are affected by the investment strategy, garnering in the process a greater understanding as to how to counsel the next generation on the responsibilities and skills necessary to maintain their wealth.

Investment advisory services offered through Linch Financial, LLC, a Registered Investment Advisor.

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