A complete list of active advisors currently associated with Linden Ash Capital
Warmer can help you find a great advisor at Linden Ash Capital or one who fits your needs even better.
The firm provides discretionary investment management and financial planning services to individuals, trusts, and qualified retirement plans. It also prepares written investment plans that address budgeting, debt management, tax planning, investment analysis, retirement planning, and estate planning, and currently serves a very small roster of clients (about 11). The investment approach combines fundamental and technical analysis and typically targets a 12–18 month holding horizon to manage trading expenses and seek favorable tax treatment for gains. The advisor does not use short sales, margin, options, or commodities, and conducts daily monitoring of holdings with full account reviews performed weekly. Compared with peers, the practice is notable for its longevity and compact scale: the lead advisor has operated the business since the mid-1990s and manages roughly $11–12 million for a small number of clients, which can result in more individualized oversight. Custody is maintained at a large independent custodian (Charles Schwab), and the firm forwards proxy materials to clients rather than voting client securities on their behalf.
To learn more about the advisors currently working at Linden Ash Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 19
|
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