A complete list of active advisors currently associated with Linx Equities, LLC

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

Linx Equities, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, and trusts, estates, and charitable organizations. It manages roughly $43.5 million in client assets and also offers hourly financial planning and limited consulting engagements. The firm’s sole investment professional conducts client-specific asset-allocation planning using fundamental analysis and occasional technical analysis, relying on research tools such as Morningstar and YCharts to identify and monitor holdings. Portfolios are managed with an emphasis on long-term buy-and-hold strategies (with the ability to implement short-term trades and periodic rebalancing) and include guidance on conservative money management, debt reduction, and coordination with clients’ other advisors. Notably for a small independent adviser, Linx explicitly accepts high-net-worth and institutional-style clients (trusts, estates, charitable organizations) while imposing no account minimums, and the adviser personally performs all research and trade decision-making. The firm also discloses receipt of research or execution-related services from brokers (soft-dollar benefits), typically recommends brokers without directing client choice, and does not accept proxy-voting authority for client securities.

To learn more about the advisors currently working at Linx Equities, 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.