Traditional Broker/ Client Relationship
For clients who prefer a more hands-on approach, we offer portfolio management in the traditional broker/client model. Here, you stay actively involved in the decision-making process while we provide experienced guidance and execution. Our compensation in this model is based on commissions. Most frequently, this model is used for larger, income-oriented portfolios consisting of municipal bonds or other fixed income securities.
Flexible Investment Solutions
Our approach isn’t one-size-fits-all. Many clients choose a combination of both pathways, blending a discretionary, growth-focused portfolio managed by the wealth managers at The Lindsey-Trost Group with a traditional, commission-based municipal bond portfolio. This flexibility allows us to tailor strategies that align with your unique financial goals.
Why Choose Us?
Whether you prefer a discretionary or collaborative approach, or a combination of the two, our team is dedicated to helping you craft a strategy that works for you. We combine decades of experience with a commitment to transparency, discipline, and personalized service, helping to give you confidence in your financial future.
The financial professionals at The Lindsey-Trost Group will help you navigate the complexities of portfolio management with experience and care. Contact us to learn more.
The Wealth Managers at The Lindsey-Trost Group participate in the Steward Partners Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client's Wealth Manager invests the client's assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Steward Partners ADV Part 2, available at www.adviserinfo.sec.gov or from your Wealth Manager.
International investing may not be appropriate for every investor and is subject to additional risks, including currency fluctuations, political factors, withholding, lack of liquidity, the absence of adequate financial information, and exchange control restrictions impacting foreign issuers. These risks may be magnified in emerging markets.
Investing in smaller companies involves greater risks than those associated with investing in more established companies, including significant stock price fluctuations and illiquidity.
REITs are subject to special risk considerations similar to those associated with the direct ownership of real estate. Real estate valuations may be subject to factors such as changing general and local economic, financial, competitive, and environmental conditions. REITs may not be appropriate for every investor. Dividend income from REITs will generally not be treated as qualified dividend income and therefore will not be eligible for reduced rates of taxation.