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

Modern Portfolio Theory – Financial Science

Modern Portfolio Theory is recognized as one of the most important and influential economic theories of finance and investment. Modern Portfolio Theory is based upon the simple idea that diversification can produce the same total returns for less risk. Combining many financial asset classes in a portfolio demonstrates a lower level of risk than putting all your investments in one basket.The theory has four basic premises: (1) investors are risk averse; (2) securities are traded in efficient markets; (3) risk should be analyzed in terms of an investor’s overall portfolio rather than individual assets; (4) for every level of risk, there is an optimal portfolio of assets that will have the highest expected return.

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