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Linden Investment Advisors, Cedarburg, Wisconsin

Your Future

At Linden Investment Advisors we are committed to YOUR future every day. Whether you are planning for retirement or are already retired we strive to get you there or provide guidance aiming to maintain the lifestyle you have achieved for the rest of your live.

As an Independent Investment Advisor, we are not pressured by a corporate entity to sell expensive high commission products, or sell investments with high expenses.

We choose to act in a fiduciary capacity. That means, the better you do, the better we do. What could be fairer than that?

Let's start a conversation regarding your plans and goals. We will strive every day aiming to get you there.

A RiskFirst® Approach

We believe the most important risk to individual investors is the loss of capital, measured by peak to trough draw-downs. Our RiskFirst® approach seeks to manage those draw-downs within pre-defined limits, while at the same time aiming to optimize return. If you are in retirement or 5-15 years from retirement, your money is too important to simply assume that recovery from losses will happen. This is why we built and utilize our RiskFirst® Strategy. We believe that managing downside risk first, best positions investors for forward looking success.

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Our Commitment to You

As financial professionals, we are committed to helping people just like you create investment solutions towards aiming for retirement. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with you to evaluate those opportunities and seek those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

What Are the Expectations?

Rather than focusing on an annualized historical return, The Linden Group utilizes a RiskFirst® process that uses Engineered Risk-Budgeted (ERB) Models with Riskalyze to set return expectations at 6 months (with a 95% confidence interval). This can help investors to stay on track to reach their financial goals.

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