A complete list of active advisors currently associated with Lynch & Associates
Warmer can help you find a great advisor at Lynch & Associates or one who fits your needs even better.
LYNCH & Associates provides ongoing investment supervisory services and consulting to a mix of individual clients (both non-high-net-worth and high-net-worth), pension and profit-sharing plans, charitable organizations and corporate clients. The firm operates as a team of seven advisors and manages roughly $831 million in client assets across discretionary and non-discretionary accounts for about 681 clients. The firm combines fundamental and technical analysis (including charting, cyclical and qualitative methods), mutual fund/ETF analysis and asset-allocation approaches, and implements both long- and short-term trading strategies; accounts are reviewed at least monthly and clients receive quarterly reports. With client approval and appropriate margin documentation, LYNCH & Associates may use borrowed funds to purchase securities in separately managed accounts, and it discloses margin transactions and related risks in its policies. Operationally, the firm uses block trading and trade aggregation and maintains a platform arrangement with National Financial Services LLC and Fidelity that provides custody, execution, administrative support and research. It also discloses limited circumstances of constructive custody — including standing letters of authorization and direct retirement-account access via client-provided login credentials — and conducts independent “surprise” audits for accounts accessed in that way, indicating specific operational controls prospective clients may want to review.
To learn more about the advisors currently working at Lynch & Associates, 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.
You can also browse Lynch & Associates's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Newburgh, IN
| 4
| |
Newburgh, IN
| 17
| |
Newburgh, IN
| 3
| |
Newburgh, IN
| 7
| |
Newburgh, IN
| 27
| |
Newburgh, IN
| 27
| |
Newburgh, IN
| 27
|
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