Big Enough to Deliver, Small Enough to Care.
(770) 977-7779

Implementing Portfolio Changes for Your Clients

All Professionals Placing Business with Lindner Capital

 Implementing Portfolio Changes for Your Clients

A copy of our Portfolio Change Authorization Form is attached for your use effective immediately.

We have had numerous requests from broker dealers to have a client signed request for portfolio changes in order to mitigate litigation risk.

The Portfolio Change Authorization form can be completed and transmitted via facsimile transmission, email or via DocuSign. We prefer all communication by email be sent securely. The Portfolio Change Authorization form is available on our website, or you can contact our Client Service Center and request a form be transmitted to your client directly via DocuSign. In order to save you and your client valuable time, our service team can populate the form in advance. The only thing required of your client will be a signature.

You and your broker dealer (if applicable) will be copied as part of the DocuSign process.

Thank you for your cooperation in implementing this procedure.

Portfolio Change Authorization 2016.05

Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
600 Village Trace | Building 23 | Marietta, GA 30067 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Form ADV Part 2