A complete list of active advisors currently associated with Lineguard Investments, LLC

Warmer can help you find a great advisor at Lineguard Investments, LLC or one who fits your needs even better.

LineGuard provides discretionary investment management and limited financial planning to a mix of individuals, high‑net‑worth clients, trusts and estates, as well as pension plans, corporations, and charitable organizations. Like many independent advisers, it charges fees based on assets under management and focuses on ongoing portfolio management for individual clients. The firm constructs customized portfolios using mutual funds, ETFs, and individual equity and fixed‑income securities, with a stated preference for low‑cost ETFs or individual securities to manage costs. Its process combines qualitative portfolio design with a quantitative, income‑driven rebalancing approach intended to keep equity-to-fixed‑income allocations within roughly 10% of target allocations. Distinctive features include serving charitable organizations—a client type that is uncommon among independent peers—and the ability to manage allocations within variable annuity and variable life products through limited trading authorizations at the product custodian. The firm also operates at modest scale (approximately $42.4 million in discretionary assets across 53 client accounts) and does not accept proxy‑voting authority for client securities.

To learn more about the advisors currently working at Lineguard Investments, LLC, 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.