- 25+ Years Investment Experience
We have lived and experienced all kinds of markets, helping investors through good and bad times achieve their financial goals.
- Focus on You and Your Interests
As a Registered Investment Advisor, Mr. Linger has specific fiduciary responsibilities not required of a stock broker. His legal and ethical responsibility is to you, and he is required to do what is in your best interest at all times.
- Independent and Objective Recommendations
By being independent, you receive objective, unbiased advice. We have nothing to sell; no sales quotas to meet; and no pressure to sell in-house products.
- Low Fees. All Mutual Funds Bought Without a Load
We recommend and buy many different types of investments for our clients, including stocks, bonds, and mutual funds. Both load and no-load mutual funds are used since you never pay a load (fee) when you buy or sell. All front and back-end fees are waived!
- Personalized Service with Team Support
You receive one-on-one personalized service of a small firm with the support services of a large firm since we work with an expert team of CPAs and estate attorneys.
- Customized Portfolios
Your objectives are unique. Therefore, your investment portfolio will be unique.
- Quality Analysis
Rigorous analysis along with over 25 years of investment experience is used to select the best investments to help you achieve your objectives.
- Socially Responsible
We can show you attractive investments in socially and environmentally responsible companies.
- Frequent Communication
We stay in touch with you, keep you informed, and are available for you when you need us. We return all calls the same day.
- Understandable Communication
We simplify complex topics by using understandable language. We want you to understand our recommendations and explanations.
|
