The LCA Webinar Series is a group of one hour sessions that provides an overview on LCA's investment solution's and services for the financial advisor and their clients.
LCA provides three basic portfolios for individual's and small businesses in both the qualified and non-qualified markets.
The LCAdvantage
The LCAdvantage focuses on LCA's investment philosophy and ideology with focus on Modern Portfolio Theory. This presentation is designed to give you a better understanding of all the products, portfolios and services offered by LCA. It will touch on the Traditional, Defensive and Contemporary Portfolios. This is designed for advisors new to LCA and is an excellent refresher course for existing advisors.
LCA's Traditional Portfolio Series LCA's Traditional Portfolio Series utilizes Dimensional Fund Advisors (DFA) low cost, asset class institutional Investment Strategies to construct our proprietary models. The primary goal is to build portfolios that acheive an attractive balance between a client's risk tolerance and the desired rate of return, while minimizing the client's investment expense.
LCA's Contemporary Portfolio Series Lindner Capital Advisors' Contemporary Portfolio Series blends a healthy allocation of Managed Futures into their traditional DFA based portfolios. Adding managed futures into a portfolio of traditional stocks and bonds has the potential to reduce risk, improve performance and fortify client portfolios against the unsettling effects that many experienced during the 2008-2009 market meltdown.
LCA's Defensive Portfolio Series Lindner Capital Advisors has introduced recently a new investment strategy to our partners and clients called the Defensive Portfolio Series. This strategy is designed to address the times we are facing and the challenging financial markets. Over the last several months, many Lindner clients have indicated dramatic adjustments to their risk tolerance. The Defensive Portfolio Series will give our clients an opportunity to protect their principal in conjunction with earning a positive total return. The Defensive Portfolio Series is a fixed income portfolio designed as a short term to intermediate term solution to address changes to individual risk tolerance and subsequent lower willingness of investors to take equity market volatility.
LCA's 401K Plans In addition, LCA provides an overview of our 401K services and solutions. Each session will focus on one of our four partners that provide the TPA and record-keeping services for our unique blend of investment portfolios.
If any of these scheduled sessions does not work for you, please call LCA at 770-977-7779
