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

Growing Your Business

A Clear Path to a Bigger Tomorrow

No matter where you are in the lifecycle of your firm—from start-up, to expansion, to succession planning—keeping a constant eye on your next step is the key to your success. To support a clear path forward, you need tools and technologies designed to increase your capacity for growth.

At Lindner Capital, we understand the double-edged sword of growth. While every advisor strives to grow their business, increasing profitability means scaling your business to attract more clients, and continuing to serve each client to the best of your abilities. Our people, processes, and technologies are all designed to help you multiply your book of business by making it faster and easier to:

  • Attract new clients using industry-leading marketing tools for lead generation and referrals, 401(k) marketing, and more, plus the ability to create customized presentations and reports that demonstrate your commitment to personal service from the very first meeting.
  • Create differentiation by delivering highly professional materials, documented processes, access to institutional funds, and low fees.
  • Retain valued clients by continuously enhancing the client experience using technologies and methodologies that provide personalized service unlike robo advisors and brokerage houses to keep your clients “home.”
  • Build an exit strategy by using our business model to create a practice that’s easy to manage, simple to understand, and consistently applied in all market conditions. Since the back office and portfolio management is outsourced, the value of your business will be greater than a do-it-yourselfer.

Succession Planning

It’s a challenge that comes hand in hand with independence. And even if you’re nowhere near retiring, new compliance regulations make it a business necessity.

With Lindner’s portfolio managers providing reallocations—and our operations team handling client transitions, paperwork processing, and reporting—succession planning becomes seamless.

And vacation? We’ll help you get there too.

Strike the balance between greater profits and boutique service.

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