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OUR EXPERTISE

Sophisticated Investment Team

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.


Boutique Client Service Approach

A team-based approach, each client has at least two primary points of contact at Linked Investments. Along with our talented portfolio administrators, the client experience at Linked Investments is second to none.


Client-First Structure

Linked Investments is a Investment Advisor Representative. We serve as fiduciaries requiring us to place our clients’ interests first. We disclose all fees, investment costs, and potential conflicts of interest.

OUR CLIENTS

Individuals

Our typical client has a net worth of at least $2 million, with at least $1 million of investable assets.

Families

From our close work with family enterprises, we understand families are unique. We partner with families in a multi-generational context and in collaboration with other advisors to meet specific goals.

Business Owners

Linked Investments works closely with business owners in several ways to manage their liquid assets, as well as lay out a comprehensive investment plan in conjunction with any sale or transaction of the business. As well, we provide 401(k) plan administration to business owners and their employees.

Institutions

We work with institutions to provide investment advisory services, as well as 401(k) plan administration. We have substantial experience in working with investment committees to help organizations articulate and achieve their investment priorities.

Meet the team

A boutique client service approach.

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