Who we are

The Linden Group

We are Fee only Advisors and do not get paid on comission. When you do better, we do better.

 

  • We seek Investment Growth with a focus on preservation of your capital.
  • We look to balance short-term fears with long-term needs and objectives.
  • A balanced investment plan and consistent communication are the tools we employ to help our clients work toward their financial goals.

Scroll down the page to learn more about how our 20 years of experience can work for you.

What We Do

Fiduciary Wealth Management

  • Retirement Planning
  • Investment Consultation and Management
  • Estate & Wealth Transfer Planning
  • Business Planning
  • Retirement Planning &  Living in Retirement

    Retirement Planning & Living in Retirement

    You need an experienced hand to assist in seeking a workable cashflow...

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    Investment Consultation and Management

    Investment Consultation and Management

    We can provide sophisticated planning for high net-worth individuals and families.

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    Estate & Wealth Transfer Planning

    Estate & Wealth Transfer Planning

    You worked hard, you planned, you saved. Don’t let that effort go...

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    Business Planning

    Business Planning

    Business owners have special concerns. Transfer, succession, continuance, retirement, are just some...

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    About Us

    Independent Investment Fiduciary Services

    As an independent consultant, with over 2 decades helping individuals invest and manage income cash-flow, we provide hands on guidance in a Fiduciary capacity.  This means we only act in your best interest. As a Fiduciary, when you do better, we do better.

    Additionally, we have chosen to engage with LPL Financial the nations leading financial services companies (As reported by Financial Planning
    magazine, June 1996-2019, based on total revenue). LPL Financial acts as custodian of your investment accounts with $670 Billion of assets in custody as of March 31, 2020.

    How We do it

    Quantamental Investing Process

    Quantamental Investing combines data generated by artificial intelligence and machine learning with traditional fundamental data of an assets cashflow, balance sheet and profit margin. Using this methodology, we aim to enhance the selection of assets that are included in your portfolio while seeking the protection of you investment capital.

    Quantitative Data

    AI & Machine Learning Data of prices relative to historic and speculated marke...

    Fundamental Data

    Asset data relative to cashflow, balance sheet, and profit margin.  Also included...

    Strategist Analysis

    The investment strategist completes the asset analysis by combining both data sets...

    Asset Selection

    Specific assets are chosen for inclusion in your customized portfolio based on you...

    Quantitative Data

    AI & Machine Learning Data of prices relative to historic and speculated market conditions.

    Fundamental Data

    Asset data relative to cashflow, balance sheet, and profit margin.  Also included economic condition observations.

    Strategist Analysis

    The investment strategist completes the asset analysis by combining both data sets to determine the product universe to select from.

    Asset Selection

    Specific assets are chosen for inclusion in your customized portfolio based on your unique needs.

    Why Us

    1. Being independent, we put our experience to work and provide advice to clients based on what is solely in their best interest and not what a corporate entity might
    be interested in promoting at the time.

    2.  Using fiduciary accounts, if our clients do better, we do better.  On the other hand, if our clients don’t do well, neither do we.  It seems to me the fairest
    way of doing things.

    3.  Linden Investment Advisors leverages the services of LPL Financial, the nation’s leading independent brokerage support company. LPL Financial provides secure custody
    for our client’s accounts with over $670 billion dollars in custodial assets as of March 31, 2020.

    Behind our name

    Linden

    My interest in the capital markets began at the age of 10. My grandfather, an elevator mechanic, worked in the financial district. While visiting him there, I felt the excitement of  Wall Street, the stock exchange, banks, investment firms, all the landmarks of international finance. I developed a life-long interest in the investment industry. My grandfather, William Ernest Bauerband, traveled to work each day by train from his home on Linden Avenue in Elizabeth, New Jersey. Our firm is named in his honor.

    Get in Touch

    Contact Us

    Send us a message or call today! We’d love to hear from you, provide information and begin a conversation.

    W62N265 Washington Avenue
    Cedarburg, WI 53012

    Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    *All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI and MN.