Consistent Application of Our Team's Best Thinking

Our work always begins with an essential first step of understanding each client's specific financial circumstance. This enables Lindenwold Advisors to craft a custom plan to achieve your financial goals in a manner that reflects your income and growth wants, needs and importantly, your comfort with market volatility. The highest level asset allocation recommendation that results drives your weighting in stocks, bonds and cash, your custom "risk budget".

Having identified your appropriate mix of capital growth (stocks) versus preservation and income (bonds and cash) securities, we next seek to maximize opportunity within this framework. We regularly evaluate the investment reward available per unit of risk of various areas of the markets. Our team determines where to best position portfolios to capitalize on opportunities. These decisions drive our portfolio weights in varying equity segments such as market capitalization and domestic versus foreign, as well as fixed income duration / maturity.

Once we understand the client's risk appetite, and where we find the best opportunities to exploit risk, we implement our strategy with specific security selections. Here we use our proprietary analytical approach to build portfolio elements exclusively with securities we feel are high quality in broadly diverse portfolios bringing our risk mitigation focus right down to individual selections.