A complete list of active advisors currently associated with Liniam Capital, LLC

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

Liniam Capital provides investment management and related financial consulting to both individual investors and institutional clients, including trusts, qualified retirement plans, public funds and Taft‑Hartley accounts. In addition to portfolio management, the firm offers advice on tax and estate planning, business sale structures, insurance analysis, cash‑flow and retirement plan design. The firm works with clients to establish written investment policy statements and typically constructs portfolios from ETFs and individual equity and fixed‑income securities, sometimes using model portfolios to implement those policies; accounts may be managed on either a discretionary or non‑discretionary basis with regular reviews. Liniam supplements core allocations with option strategies—primarily covered calls and fully‑collateralized puts—applying a multi‑factor technical process intended to generate income and manage portfolio beta. Noteworthy for a small independent adviser, Liniam has an affiliated accounting firm relationship and an actively practicing CPA involved in client services, which allows the firm to integrate tax and accounting work with investment advice. The firm’s client mix includes institutional mandates despite its limited operational size, and it does not accept proxy‑voting authority, leaving voting decisions to clients.

To learn more about the advisors currently working at Liniam Capital, 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.