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Experienced Corporate Investment and Retirement Account Management
Many businesses have significant cash flow; strong cash management solutions can materially enhance your business' bottom line. Are you building excess reserves that can pursue longer term growth? Our investment management strategies can assist. You may have retirement plans or executive compensation accounts that need to be managed for the benefit of others. The Lindenwold Advisors team has depth of experience making fiduciary management decisions. We're here to help.
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What We Offer
We Represent YOU
As a fee-based manager our sole focus is helping your business achieve its goals. Our professional management fee is fully disclosed with no commission benefit, no hidden fees, no mutual fund compensation or withdrawal penalties.
Full Discretion
We advise and get your approval on our suggested investment approach, then do our work for you each day, leaving you free to run your business. Our team monitors your investments and promptly makes changes according to the plan we agreed upon. You will not miss an important transaction because we could not reach you for approval.
Proactive Communication
We will make the daily decisions for you but will keep you informed with timely communication by phone, email, custom performance reports and newsletters. Lindenwold Advisors can even serve as a defacto investment management department of your business.
Fiduciary relief
If you make investment judgements for the business, but assets belong directly or indirectly to owners, partners, or employees, you will likely risk criticism no matter what you do. Lindenwold Advisors can lift that weight from you.
Tax Control
Your business tax rates are likely significant. Lindenwold Advisors will work with you to implement investment plans in a tax-efficient manner. Our bias for long-term holdings, efficient trading of individual tax lots, use of tax-advantaged securities and coordination with your tax professionals can help.
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Ready To Get Started?
Let us help you reach your financial goals. Contact us today and a member of our team will be in touch to review your needs and identify a plan to help.
