Lindner Capital Advisors - Financial Advisor, Financial Investments, Retirement Portfolios, Investement Portfolios, and Financial Services.

Marketing Materials

Ordering Marketing Materials:

If you would like to order Client Marketing Kits or additional marketing materials listed below, please select the number of copies you would like and fill out the shipping information at the bottom of this page. All materials are available in pdf format for your convenience on the Investment Platform.

LCA Client Marketing Kit

Sample Client Statement
"Hard to Buy, Easy to Own"
"Empowering the Educated Investor"
The Missing Piece of the Portfolio Puzzle"
Cefex Certificate

LCA Client Marketing Kit: Select Quantity

Portfolio Snapshots

Traditional Portfolio Series

Traditional 20:80: Select Quantity

Traditional 35:65: Select Quantity

Traditional 50:50: Select Quantity

Traditional 65:35: Select Quantity

Traditional 80:20: Select Quantity

Traditional 95:5: Select Quantity

Defensive Portfolio Series

Defensive: Select Quantity

Contemporary Portfolio Series

Strategic Alternative: Select Quantity

Strategic Alternative Blend: Select Quantity

Tactical Economic Portfolio Series

Tactical Economic: Select Quantity

Lindner Articles

Empowering the Educated Investor

By Robert J. Lindner

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Empowering the Educated Investor: Select Quantity:

The Missing Piece of the Portfolio Puzzle Article
By Robert Lindner

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The Mising Piece of the Portfolio Puzzle: Select Quantity

Subtraction Through Addition Article
By Robert Lindner

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Subtraction Through Addition: Select Quantity

Putting It In Neutral Article
By Robert Lindner

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Putting it in Neutral: Select Quantity

Managed Futures as a Portfolio Diversification Tool Article
By Robert Lindner

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Managed Futures: Select Quantity

Stabilizing Portfolios with Managed Futures Article
by Robert Lindner

Ignored by the Advisor Universe, the Use of Managed Futures has Staged a Comeback

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Stabilizing Portfolios with Managed Futures Article: Select Quantity

Dimensional Fund Advisors (DFA) Marketing Materials

Why Should I use LCA and DFA

An overview of LCA and our strategic partnership with Dimensional Fund Advisors, Inc. ("DFA")

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Why Should I Use LCA and DFA

The Benefits of Third-Party Management

How partnering with LCA's Structured Investing Management will help you allocate your time, resources and energy.

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Benefits of Third-Party Management

Hard to Buy, Easy to Own Article

Dimensional Fund Advisors places its chips on risky stocks and lets them ride, resulting in superior returns uncompromised by high trading costs. Too bad you need a fortune to get in.

By Timothy Meddleton, MSN Money

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Article: Hard To Buy, Easy To Own: Select Quantity

DFA Matrix Book: 2011

Thirty years of working with clients has created a rich history of portfolios. Pie charts show annual fund count by asset class. Each year reflects the universe of investments that Dimensional's combination of empirical research and efficient execution provides.

DFA Matrix Book: 2011: Select Quantity

Sample Documents

Sample Client Statement

Sample statement your client will recieve quarterly from LCA.

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LCA Sample Statement:Select Quantity

LCA Fiduciary Excellence Materials

CEFEX Certificate of Registration

LCA has been issued the prestigious Investment Advisor Certification for ERISA and non-ERISA retirement plans, High Net Worth individuals and institutional clients.

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Cefex Certificate: Select Quantity

Self-Assessment of Fiduciary Excellence
SAFE for Investment Advisors

Persons who provide comprehensive and continuous investment advice including financial advisors, broker-consultants, investment consultants, wealth managers, financial consultants, trust officers and financial planners.

SAFE for Investment Advisors: Select Quantity

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