Big Enough To Deliver, Small Enough To Care
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.
“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.
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.
We make it our mission to tackle the research and analysis of emerging technologies so you can focus on your highest priority: serving clients.