As an independent firm dedicated exclusively to managing assets for wealthy individuals, families, and foundations, the firm adheres to a rigorous investment selection process.
Linch Financial stands steadfast on the premise that effective wealth management is built on a disciplined investment process and integrated expertise in investment advisory services, research, and asset management. The melding of these fundamental disciplines is a core part of Linch Financial’s distinct process and presents important advantages for clients in clarifying goals and objectives as well as identifying appropriate investment strategies to reach those goals.
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For many clients, their primary goal being ‘preservation of capital’, the firm’s investment process is designed to develop strategies that have the potential to yield the highest after-tax returns with the lowest corresponding risk. For those seeking a higher level of asset growth, Linch Financial employs extensive market and technical acumen to select appropriate investments.
Linch Financial’s three-pronged process integrates expertise in investment management services, research, and asset management and includes:
- Identifying Objectives
- Constructing The Investment Strategy
- Evaluating Performance Against Objectives