I’m looking for a new advisor

Linde Equity was founded largely due to the difficulty of finding a good investment advisor, as suggested in our history.  We know how hard it is to find someone who has your best interests at heart, who has a track record which you can visibly verify, who is not working for a large financial institution with pressure to meet quotas and sell products, and who is experienced enough to instill confidence, yet not too busy where you never hear from them.  Having experienced the difficulty and disappointment in trying to find a good investment advisor back in the mid-1990s, Teal Linde has built Linde Equity to be the kind of investment management firm he would want to hire if he were looking for a new advisor.

If you are looking for a new advisor, we welcome you to consider our services.  In establishing our service standards, we have heard loud and clear why many of our clients left their former advisors.  Poor performance, a reversion to mutual funds, the belief they are dealing with a salesperson more than an investment advisor, and poor communication – we have heard it all.  In return, we are beholden to not commit these grievances ourselves.  With respect to performance, we cannot control the market.  But we can promise to apply a proven investment approach to achieve the most attractive risk adjusted returns for client portfolios through a market cycle.  And in areas where we do have control, such as client service, we are equally committed to meeting the highest standard.

One of our key distinctions is our quarterly reviews where we telephone the vast majority of our clients once a quarter to discuss their portfolio.  We do not wait for our clients to call us – because most never will.  We call them.  For many clients, the quarterly review is an opportunity to talk about various stocks in their portfolio.  For others, it is more of a courtesy call.  Either way, we believe that this personal contact with our clients not only results in a more informed client, but also a more satisfied client.  While this service has been provided to our Investment Counsel clients since 2003, it is our goal to extend this courtesy to all Linde Equity Fund clients too.

At Linde Equity, we consider our clients as part of a community of astute investors.  If you are interested in joining us, we would be delighted to hear from you.