Vanguard Financial LLC utilizes the expertise and resources of our strategic partners for certain projects.
Vanguard Insurance Services
Vanguard Insurance is a locally-owned independent agency that has been providing the insurance needs for families, individuals and businesses since 1986. Vanguard Insurance provides the expertise to protect your life, health, property, and business. Since the company is independent, it can compare the coverages and prices offered by many firms to find you the best possible value and price. Visit Vanguard Insurance at www.vanguardmn.com
Linder Capital Advisors
Lindner Capital Advisors, Inc. (LCA) is a federally registered investment advisor based in the Atlanta, Georgia metropolitan area. LCA was formed in 1996 to provide asset management services through an exclusive group of financial professionals and selected broker/dealers. LCA applies a unique and academically sound strategy to portfolio construction utilizing the principles of Modern Portfolio Theory. Discretionary portfolios are designed to capture diversification benefits with favor-able risk-return characteristics. The firm designs portfolios consistent with the investor’s risk tolerance, investment purpose and time horizons.
By establishing target rates of return, LCA is able to develop different models and combinations of investments that are designed to have the highest probability of achieving client goals. In order to provide the investor with individualized solutions, a written investment policy is prepared that provides specific information covering client objectives and constraints, target returns, risk tolerance, time horizons, anticipated with-drawls and contributions, and taxation and regulatory issues.
Today, Lindner Capital Advisors asset management services are offered by a select group of RIA’s, independent Broker-Dealers, Certified Public Accountants, attorneys and other financial professionals.
SEI
Only a select group of financial advisors have access to the sophisticated investment resources of SEI. Founded in 1968, SEI (NASDAQ:SEIC) is a leading global provider of institutional and personal wealth services, including asset management, investment processing and investment technology. SEI helps our clients create and manage wealth - and enable their long-term success - by providing solutions that are both inoovatice and comprehensive.
SEI's products and servives help corporations, financial institutions, financial advisors, affluent families and individuals like you create and manage wealth to support your goals. SEI has roughtly $150 billion in assets under management which $50 billion of that is from retail clients. SEI has 2,100+ employees working from 20 offices world wide. For more information go to www.seic.com
DBS
Founded in 1969, DBS provides us with the most comprehensive selection of Life, Disability Income, Fixed Annuity, and Long Term Care products available. They offer us responsive service, creative planning, and underwriting solutions using the best products available, from the highes quality insurers, adding value to each step in the process. When it comes to insurance products they help us with cutting edge products through top carriers and rapid delivery of underwriting by in-house underwriters and medical directors.