By providing structured, fee-only investment solutions for families, institutions, and endowments/foundations, Linked Investments helps our clients achieve their financial goals. In this rapidly changing investment advisory industry, we are always studying trends and continuously employing market-linked portfolio strategies as well as Artificial Intelligence to make investments less expensive for our clients, with the ultimate goal of compounded growth through time.
We believe investment growth and future income security is best achieved through cutting costly Mutual Fund management fees and allowing Artificial Intelligence to automate these decisions.While we are technical advisors at heart, our strategies are overlain by traditional Financial Advisory, delivering sophisticated Financial Advice in a classic environment.
We believe investment growth and future income security is best achieved through cutting costly Mutual Fund management fees and allowing Artificial Intelligence to automate these decisions.While we are technical advisors at heart, our strategies are overlain by traditional Financial Advisory, delivering sophisticated Financial Advice in a classic environment.
Services
About
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By providing a complete investment solution for families, institutions, and endowments/foundations, Linked Investments helps our clients achieve their financial goals. In the rapidly changing investment advisory industry, it is the vision of Linked Investments to be a leader in innovative ideas and performance, blending cutting edge technology with sophisticated investment advice.
Our Team
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Our preferred money managers and investment strategists have diverse backgrounds in the investment management industry. Our team of investment professionals has diverse backgrounds in the investment management industry; with experience at hedge funds, sell-side investment banks, global fixed-income managers, and Wall Street brokerage firms.
Our History
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John entered the financial services industry in 2001 with the mindset of transparency in investments. Even often at the detriment to his own company, John has always insisted that ALL FEES, LOADS, and CHARGES must be revealed in all financial solutions offered. This has earned his firm the true designation of FIDUCIARY.
Client experience
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The investment world is highly complex and ever-changing. As markets ebb and flow, as well as individual circumstances change, clients need a partner whose interests are aligned with theirs. We firmly believe that prudent investment management is best augmented by customized service and an appreciation for and furthering of goals and priorities.
Our Solutions
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As an independent firm and fiduciary, Linked Investments has a successful history of client-first solutions using multiple asset classes and complementary strategies tailored to each client's investment needs and risk profile. Working with our clients, alongside their trusted tax, estate, and other advisors, we work to develop an understanding of their key financial goals.
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