The Linden Portfolio is comprised of strategically selected investments seeking to mitigate losses while aiming for upside performance. For years we have observed that a key statistic in building a portfolio is upside/downside capture ratio. This measures the degree to which a portfolio has underperformed or outperformed a market benchmark during periods of market highs and lows.

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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.