Hi. My name is Bob Lindner, founder and president of Lindner Capital Advisors, a leader in third party money management.
The one tip I have for today’s advisors is to get a new message. It is absolutely critical for an advisor to have a well defined, interesting message to share with clients. If you’ve had the same message for a while now, perhaps your conversations have gone stale. That means it’s time to find a fresh topic in order to spark renewed interest and rejuvenate relationships.
One of the areas that is ripe for a new story is investment management. There’s been a lot written over the past year about the whys and wherefores of the decline in the markets. A lot of advisors and money managers are asking themselves what they could or should have done differently.
At my firm, we took a serious look at that question, trying to determine what if any changes we will make to our platform moving forward. Despite the popular rumor, Modern Portfolio Theory is not dead. But we will be making a number of changes in the way we manage portfolios.
Our fresh story for our clients is that we will be implementing a new series of portfolios. Although these portfolios would have done a great deal to curtail the losses investors incurred in 2008, they are in fact built upon thirty years of research. The principles of this research have benefited many large institutional investors, public and private retirement plans, endowments, banks and insurance companies. Cost and time are the largest reasons these methodologies have not been introduced by advisers. We have spent the last seven months finding solutions to these two obstacles and are satisfied that we now have a viable approach to incorporating managed futures into client portfolios - for both accredited and non-accredited investors.
To receive a copy of our new white paper, Contemporary Investment Management, visit our website, www.lcaus.com.