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.

 client folder

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.jpg

Empowering the Educated Investor

By Robert J. Lindner

 Download PDF

Empowering the Educated Investor: Select Quantity:
 The_missing_piece_of_the_portfolio_puzzle.jpg

The Missing Piece of the Portfolio Puzzle Article
By Robert Lindner

 

 

 

Download PDF

The Mising Piece of the Portfolio Puzzle: Select Quantity
 
 Subtraction_through_addition.jpg

Subtraction Through Addition Article
By Robert Lindner

 


 

Download PDF

Subtraction Through Addition: Select Quantity
 
 Putting_it_in_neutral.jpg

Putting It In Neutral Article
By Robert Lindner

 

 

 Download PDF

Putting it in Neutral: Select Quantity
 Managed_futures_portfolio_tool.jpg

Managed Futures as a Portfolio Diversification Tool Article
By Robert Lindner
 

 

 

Download PDF

 
Managed Futures: Select Quantity
 
  Stabilizing Portfolios with Managed Futures              

Stabilizing Portfolios with Managed Futures Article
by Robert Lindner

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

Download PDF

Stabilizing Portfolios with Managed Futures Article: Select Quantity

Dimensional Fund Advisors (DFA) Marketing Materials


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Why Should I use LCA and DFA

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



 Download PDF

Why Should I Use LCA and DFA
 

 

The-Benefits-thumb.jpg The Benefits of Third-Party Management

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


Download PDF
Benefits of Third-Party Management
 
 hard-to-buy-image.jpg 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

Download PDF
Article: Hard To Buy, Easy To Own: Select Quantity
 
Matrix_2011.jpg  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


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Sample Client Statement

Sample statement your client will recieve quarterly from LCA.
 

 

Download PDF

 
LCA Sample Statement:Select Quantity
 

LCA Fiduciary Excellence Materials


 

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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.  

Download PDF

Cefex Certificate: Select Quantity
 
 RED_SAFE.jpg 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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