Southlake, TX Office

Linch Financial is a small SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals (including high‑net‑worth clients) and business entities, and offers limited financial planning as a value‑added service. The firm typically assesses clients’ investment objectives and risk tolerances to develop personalized strategies and monitors and rebalances accounts on an ongoing basis.

The firm uses a blend of methods — including fundamental analysis, charting/technical analysis, and cyclical analysis — and implements both long‑ and short‑term trading strategies. Notably, it may employ options, margin, short sales and other derivatives in separately managed accounts and pursues strategies such as merger‑related positions, which can involve shorting an acquiring company or using options to express views.

Compared to peers, Linch Financial’s explicit use of derivatives and active trading techniques in managed accounts is relatively uncommon among similar supported firms. The advisory team includes registered representatives who are also licensed insurance agents and engage in other business activities (including employer and physician programs), a feature that can present potential conflicts of interest clients should consider; custody and trade execution are provided through TD Ameritrade Institutional with access to block trading and related services, and the firm generally applies an account minimum that may be waived.