A complete list of active advisors currently associated with Link Asset Management LLC
Warmer can help you find a great advisor at Link Asset Management LLC or one who fits your needs even better.
Link Asset Management LLC provides wealth management, discretionary investment management, and financial planning for individuals, high-net-worth clients, trusts, estates, and businesses. Services include retirement account guidance, standalone financial planning engagements, and ongoing portfolio construction and supervision using mutual funds, ETFs and, when appropriate, individual securities, bonds or options. The firm follows a customized, primarily long-term investment approach that combines fundamental and technical analysis to set strategic asset allocations aligned with each client’s goals, time horizon and risk tolerance. Portfolios are typically built with low-cost, diversified funds and monitored for rebalancing, tax- or legacy-driven retention of positions, and occasional shorter-term trades to meet client objectives or market conditions. Noteworthy distinctions disclosed in the brochure include the firm’s use of client testimonials in its advertising (an uncommon practice among peers) and operation of an educational podcast that the adviser monetizes. The adviser also maintains an insurance license and may receive commissions for insurance sales, and participates on an institutional custody platform that provides in-kind services and economic benefits—relationships the brochure identifies as potential conflicts the firm says it manages under its fiduciary policies.
To learn more about the advisors currently working at Link Asset Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Kasilof, AK
| 4
|
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