Getting Started

Join Forces with the Leader in Modern Portfolio Theory.

Now that you have explored our website and familiarized yourself with Lindner’s services, contact us today for a personal discussion about your needs and goals. 

Below is a helpful guideline, on getting started with Lindner Capital Advisors. 

 – Contact Us! Email us or call at (800) 229-4306.

 – Introductory Consultation: In our initial meeting (by phone or in person), we will
focus on who you are, your goals and objectives, and how we can help you build
your wealth management business. Then, if you like, we’ll send you additional
materials about Lindner.

 – Follow-up Conversation: Did you enjoy the reading materials? Were the marketing
materials helpful? Do you have any additional questions? Is Lindner right for your
business? What’s next? 

 – Client Analysis: Let’s take a deeper look. Lindner can conduct an analysis of your
client’s current portfolio and assist you in creating a Lindner Portfolio that meets the
financial goals and strategies you established for your client. You will be introduced
to your dedicated Lindner Service Team and provided instruction about our policies
and procedures.

Lindner Capital Advisors . . . Life in Balance with Balanced Investments.