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Pursuing investor's goals with intelligence and rigor

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ABOUT US

We are a boutique wealth management firm providing high-level investment advice and financial planning services to affluent families, individuals, foundations and endowments.

With offices in both California and New York, our team works across specialties to offer comprehensive and objective advice and guidance, and a true partnership to each client we serve.

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OUR APPROACH

Lindbrook Capital was founded on the belief that each client is unique, and therefore, has distinct investment and planning objectives. With that in mind, our team harnesses our depth and breadth of expertise and specialized resources to deliver independent counsel and customized solutions in order to pursue each client’s goals with intelligence and rigor. 

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Through this careful and thoughtful approach, Lindbrook Capital strives to exceed the growth and preservation objectives of our clients – so that their wealth reflects their life goals and achieves what matters to them most, now and into the future.

OUR MISSION

Our mission is to exceed our client’s investment goals by providing the highest level of unbiased and independent investment advisory services tailored to the specific needs of each individual client.

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OUR VALUES

Lindbrook Capital, was founded as an employee-owned, SEC-Registered Investment Advisor (RIA) to better meet the needs of our clients and to provide an alternative to the traditional brokerage firms and wirehouses.

As a client-focused firm, Lindbrook Capital makes decisions that always put our clients’ best interests at the forefront – interpreting and presenting information and recommendations in an environment absent of any conflicts of interest.

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Accordingly, our firm strictly adheres to these guiding principles:

  • Fiduciary Standard
    We have a fundamental and legal obligation to act in the best interest of our clients and to provide investment advice in accordance with our fiduciary responsibility.
  • Full Disclosure
    100% of revenues are fee-based, and our only compensation is from our clients. As a result, our advice is objective and free from any conflicts of interest.
  • Partnership
    We hold ourselves to the highest of standards, and we meet those standards with a clear focus on our client’s goals and diligent review of our work and recommendations.
  • Performance
    We provide investment solutions that satisfy the unique needs of every client and deliver superior performance in all areas of portfolio design, implementation, and monitoring.
  • Service
    A personally tailored customer experience and superior service is our commitment to each client we serve.
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