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

Operational Support

Independence has some valuable advantages—including the freedom to truly act in your clients’ best interests, and to run your business the way you feel it should be run. But independence also means you’re on your own when it comes to the day-to-day management of every aspect of business operations.

At Lindner Capital Advisors, we provide our advisors with the operational support you need to succeed—while maintaining all the benefits of independence. Our team is available to support you at any time. We have no call center and no hoops to jump through.

Instead, you’ll have a dedicated client service representative who knows you and your staff by name, and who understands your business and your day-to-day challenges. A valuable extension to your own team, your client service representative and the rest of the Lindner organization is available to help you with everything from new account opening, account transitioning, and administrative servicing.

By providing the best practices you need to support your growing business—and holding your hand as much as needed to tackle even your toughest business challenges—Lindner is here to make “independence” all you’ve hoped it would be.

Sales and Marketing

  • Portfolio reviews
  • Quarterly market reviews
  • Access to LCA’s portfolio managers & analysts
  • Professional marketing materials and sales collateral
  • Practice management training
  • Co-branding

Back Office

  • Advisor Portal for viewing and running client reports
  • Client Portal
  • Personal Client service representative (CSR)
  • Quarterly performance statements
  • Billing and fee collection
  • Multiple custodian interfaces

Investment Portfolios

  • Traditional Portfolio Series
  • Fixed Income Portfolio Series
  • Contemporary Portfolio Series
  • Retirement Plan Solutions for Businesses
  • Custom Portfolios
Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
3350 Riverwood Pkwy. | Suite 2215 | Atlanta, GA 30339 | 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

CRS Relationship Summary