Investment returns are an obvious concern of all investors. As financial advisors, we help our clients answer the important questions that most investors have:
Please take a moment to scroll down this page to learn more about us and click through some links to see a sample of how we can help your investment experience be productive.
Most folks want to reach a point when they can CHOOSE, to...
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We can provide sophisticated planning for high net-worth individuals and families.
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You worked hard, you planned, you saved. Don’t let that effort go...
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Business owners have special concerns. Transfer, succession, continuance, retirement, are just some...
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As an independent consultant, with over a decade of experience, we offer Investment Fiduciary Services. This means we only act in your best interest. And, as a Fiduciary, when you do better, we do better. Additionally, we have chosen to partner with LPL Financial the nations leading financial services companies As reported by Financial Planning
magazine, June 1996-2018, based on total revenue. LPL Financial acts as custodian of your investment accounts. It also supplies tools and resources to provide up-to-date guidance to my clients based on short and long range market considerations.
We use an established process called the 4 p’s: Purpose, Plan, Portfolio, Partnership.
Learn more below about how this process can help you and your family.
Whether you are planning to retire or are already retired, we have the experience to create and manage a portfolio based on your specific goals. Managing a retirement portfolio properly is critical.
You must have a detailed, well-constructed plan to pursue any purpose. We will create a unique plan based on your personal situation and desires. Having a plan will give you confidence.
Our focus is on seeking to manage downside volatility while aiming for upside performance.
We will use strategically chosen ETF’s and Mutual Funds seeking to provide downside protection with upside participation.
Linden Investment Consultants will partner with you throughout your life to help your plan stay on track.
1. Being independent, I can put my experience to work and provide advice to my 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 my clients do better, I do better. On the other hand, if my clients don’t do well, neither do I. It seems to me the fairest
way of doing things.
3. Linden Investment Consultants leverages the services of LPL Financial, the nation’s leading independent brokerage support company. LPL Financial provides secure custody
for my client’s accounts with over $700 billion dollars total in custodial assets. They also provide back-office services, research analysis, regulation compliance, and
technology.
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, 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.
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.
We hold to a Fiduciary Standard giving objective advice. We serve no other interest but those of our clients.
