A Private Office Solution for Simplifying Business for Independent Advisors
As an independent financial advisor, you know the challenges of running your own firm. Research. Portfolio construction. Asset allocation and rebalancing. Reconciliation. Performance reporting. Tax optimization. You are juggling everything—all while trying to build and maintain valuable, trusted relationships with your clients.
At Lindner Capital Advisors, we’ve been helping fee-based advisors build better, stronger, more efficient practices for more than two decades. Of course, today’s challenges are different than challenges of yesterday. Industry analysts say we’re in an “age of disruption.” At Lindner Capital Advisors, we view it as an “age of opportunity” filled with new technologies, a stronger focus on serving the client, and a new level of consumer awareness around investing—including how assets are allocated, and in what they are invested.
Why Investors Choose Advisors that Utilize LCA
Our trusted advisors are able to offer their clients top investment options at a lower cost than the industry average—all while having more time do what they do best: work with individual investors one-on-one to help build a better tomorrow. Learn more about why investors choose LCA Advisors!Extension pursuant to Order Under Section 206A
Lindner Capital Advisers Inc. (“LCA”) is notifying you that we are relying on the Order Under Section 206A of the Investment Advisers Act of 1940 Granting Exemptions from Specified Provisions of the Investment Advisers Act and Certain Rules Thereunder that was issued on March 13, 2020 (Investment Adviser Act of 1940 Release No. 5463).
LCA cannot file its amended Form ADV or deliver its Part 2 brochure, summary of material changes or brochure supplement required by Rule 204-3(b)(2) or (b)(4) by March 31, 2020. LCA requires additional time because due to the coronavirus pandemic there were delays in finalizing the amended Form ADV and/or delivering Part 2 brochures or summary of material changes to clients.
LCA will endeavor to file its amended Form ADV and deliver Part 2 brochures or summary of material changes to clients as soon as reasonably practical but not later than 45 days after the original due date for the filing or delivery.
What's Your Number?
Did you know human beings are twice as concerned about avoiding losses as they are about achieving potential gains?That’s one of the reasons humans tend to sabotage their own investing — selling when they get scared, missing the recovery, and buying back in when the markets “feel safe” again. Watch this video to learn more.
Learn more about why investors choose LCA Advisors!
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Business Growth
“Client experience.” It’s just two words, yet it encompasses so much. Communication. Choice. Service. Trust. And it sits at the core of your ability to grow a successful practice, one client at a time.
Operational Support
We deliver hands-on operational support you need to succeed—while maintaining all the benefits of independence. Cut the time and resources required to run your business to help you strengthen your relationship with every client.
Back Office Technologies
We constantly research emerging technologies, as well as innovative tools and offer a full suite of options to you.
Marketing Technologies
We make it our mission to tackle the research and analysis of emerging technologies so you can focus on your highest priority: serving clients.
