Newburgh, IN 10644 Newburgh Road Office
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Lynch & Associates
Team
Firm-wide stats for Lynch & Associates
About
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.
Based on Lynch & Associates
Location
10644 Newburgh Road
Newburgh IN 47630
Advisors at this office
3
Advisors at this office
Thomas L
Series 63
Newburgh, IN
Lynch & Associates
Thomas Lynch is a financial advisor with LYNCH & Associates in Newburgh, IN, holding a Series 63 designation and 27 years of industry experience. He has been with LYNCH & Associates since 1994. Lynch also serves as a trustee for the Anthem Trust Fund. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement various investment strategies, including the use of margin in managed accounts.
Kenneth P
Series 65
Newburgh, IN
Lynch & Associates
Kenneth Parker is a financial advisor at LYNCH & Associates with 27 years of industry experience. He holds a Series 65 designation and is based in Newburgh, Indiana. LYNCH & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, with notable features including the use of margin in managed accounts and specific custody and trading practices.
Ryan L
CFP®, ChFC®, Series 65
Newburgh, IN
Lynch & Associates
Ryan Lynch is a CFP®, ChFC®, and Series 65-registered advisor with 27 years of industry experience. He has been with Lynch & Associates since 1995. Lynch & Associates provides discretionary and non-discretionary investment advisory and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.
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