The goal of working with a Turnkey Asset Manager is to streamline your business. Working together should be easy. Processes should be designed to support your business—not hinder your efforts—and your back office team should be available when you need them as a valuable extension of your own staff.
At Lindner Capital Advisors, we understand the value of an easy relationship. That’s why we continuously update the way we work to reflect the needs of our advisors, based on their direct feedback. The result: easy-to-follow processes, easy-to-use technologies, and a team that’s here to support every aspect of the client relationship. It’s how we get you away from the paperwork and back to building high-value, high-touch relationships with your clients.
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Paperless Onboarding
Onboarding clients is clear, easy, and organized. All paperwork is filed electronically using our online e-Profile system, taking the headaches out of this often frustrating, time-consuming task. In ten minutes or less, you can complete your client’s personal demographic and financial information on our website. The system then automatically generates all investment management and custodian account forms—ready for signing. It’s that simple.
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Client-facing Technologies
Our Discovery Toolbox and Riskalyze Risk Analysis tools systemize the Discovery Meeting to help you create a trusted relationship beginning with this important first meeting. We provide all the materials and paperwork you need to gather the right information to move forward with confidence.
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Investment Policy Statement Creation
Our team takes on the task of creating each new IPS using the information you provide to us using the e-Profile system. Once the IPS is finalized, we deliver it directly to you for review and client delivery.
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Flexible Custodian Selection
Who you choose as your account custodians should be your own decision. No matter who you opt to work with, we provide the necessary documentation and assist with filings.
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Full Backoffice Support
Once the client’s signed documents are delivered to LCA, we take care of the rest. We facilitate opening and funding the new account(s), and maintain each portfolio from the very start. Requests for address or distribution changes are easily accessible through our website.
