Newburgh, IN 10644 Newburgh Rd Sr 662 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 Rd, Sr 662
Newburgh IN 47630-8845
Advisors at this office
4
Advisors at this office
Matthew H
Series 63, Series 65
Newburgh, IN
Lynch & Associates
Matthew Hampton is a financial advisor at LYNCH & Associates with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Scottrade Inc for six years. 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 uses a combination of fundamental, technical, and qualitative analysis to implement both long- and short-term strategies, including asset allocation and mutual fund/ETF selection.
Joseph B
Series 65
Newburgh, IN
Lynch & Associates
Joseph Berry is a financial advisor at Lynch & Associates with five years of industry experience. He holds a Series 65 designation and has been with Lynch & Associates since 2021. Prior to his advisory role, he worked for ten years at Warrick County School Corporation. Lynch & Associates is a team of seven advisors serving individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental and technical analysis along with mutual fund/ETF evaluation and asset allocation, offering both long- and short-term trading strategies.
Evan L
Series 65
Newburgh, IN
Lynch & Associates
Evan Lynch is a financial advisor at Lynch & Associates in Newburgh, IN, holding a Series 65 designation with three years of industry experience. He has been with Lynch & Associates since 2020 and previously was a student for seven years. Lynch & Associates is a team of seven advisors providing investment supervisory services and consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental and technical analysis and manages approximately $831 million in client assets.
James L
ChFC®, Series 65
Newburgh, IN
Lynch & Associates
James Lynch is a financial advisor at LYNCH & Associates with 6 years of industry experience. He holds the ChFC® designation and Series 65 license and has been with LYNCH & Associates since 2003. 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 the use of margin in managed accounts with client approval.
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