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We believe we offer a comfort and peace of mind that is difficult to receive elsewhere.  We have many clients quite pleased with the stewardship, service and performance we have provided them.  Though we are confident we can deliver “predictable performance”, it is alleviating the burden of managing investments that is sometimes most important to our clients.  We attempt to assess a client’s goals and create a strategy that will achieve those goals.  Investing is not risk free, but we attempt to mitigate the risk in a portfolio through diversification and asset allocation.  Likewise, we  maintain close contact with our clients so we can alter the strategy if their investment goals change with the passing of time.

At LYNCH & Associates, the benefits of professional management include:

Investment Management Team.  Our clients’ portfolios are managed by our investment professionals working in a dynamic environment as portfolio managers, securities analysts, and traders.

A Highly Disciplined Approach to Investing.  LYNCH & Associates employs a carefully structured, disciplined approach to the investment decision-making process.

Continuous Asset Review.  Individual assets are studied and analyzed on a daily basis and changes are effected immediately in all portfolios.

Account Review Process.  Continuous reviews of individual accounts are conducted to determine appropriate asset allocation based on changing market conditions, current investment policy, the client’s goals and the individual asset composition of each specific portfolio.

Our Culture.  Investors recognize and appreciate our record of solid professional management and responsive, personalized service.  Because of this, LYNCH & Associates’ client base of individual and institutional investors has grown rapidly since our inception. We are proud to say that most of our new clients are referred to us by our existing clients and professionals with whom we work.

Exceptional Service.  Investors are the foundation of all LYNCH & Associates’ activities, so we make client service a top priority. Our team is dedicated to serving our client base, with a reputation for responsiveness and professionalism. We provide clients with the assistance and information they need, when they need it.

Trusted Guidance.  Today’s investment climate has become increasingly turbulent, complex and challenging.  As a result, we have found there is a demand for investment advice that is prudent, yet alert to opportunity.  LYNCH & Associates strives to meet that demand by helping our clients clearly define, then achieve their investment objectives.  Our clients stay with us because we satisfy their expectations and put them “at ease”.

The LYNCH & Associates Approach

Client Assessment.  We take the time to get to know our clients.  As a prospective client, you’ll find that we invest substantial time with you at the beginning of our relationship to define your current financial situation and future goals by understanding your investment philosophies and investment preferences.  And, most importantly, we learn just what you want to accomplish with your investments.

Asset Allocation.  The most important characteristic of your portfolio which will influence investment performance is the manner in which assets are allocated among alternative asset classes. It is for this reason we develop an asset allocation model that reflects our interpretation of the overall market environment.  We then apply the model to your portfolio to identify optimal portfolio structure by asset class.

Personal Attention.  We provide you with an extraordinary level of attention.  You will appreciate the fact that we deliver more, and you will learn to expect no less.

  • We execute with precision and attention to detail.
  • We monitor all account activity daily, providing an extra layer of security and peace of mind.
  • We provide easy-to-read quarterly reports, a Quarterly Client Letter, annual capital gains summaries and other reports you may request.
  • We stay in touch with you by holding portfolio review meetings and contacting you when we have information that warrants your attention.
  • We respond quickly and take your questions and requests seriously.