Lindner Insights
Call to Action: Utilize the LCA High Income portfolio in conjunction with other LCA portfolios to enhance client fixed
income exposure based on needs.
Call to Action: Outsource development and management of multiple portfolios in order to be able to spend more time with your clients and grow your business.
Call to Action: Maintain long-term investment discipline after you have created a thoughtfully constructed portfolio that takes into account your specific needs.
Call to Action: Take time to understand the ups and downs of asset allocation before agreeing to it as a long-term investment strategy.
Call to Action: Review client accounts and consider rebalancing to remain consistent with risk tolerance.
Call to Action: The time to discuss the potential risks in the fixed income securities your clients own is now, before rates move any higher.
Call to Action: Consider value investing to achieve more consistent returns and reduced risk.