Robert Lindner

Bob Lindner entered the insurance industry in 1977, with Paul Revere Life Insurance Company, in a sales management training position. In 1983, he co-founded his own firm, Covington, Lindner and Associates, selling insurance and mutual funds. With his interest shifting to financial planning, he changed the focus of the company in 1988, renamed it Financial Planning Strategies, Ltd and registered as an investment advisor with the SEC. Finally, in 1996, he filed with the SEC to become an investment advisory and the firm became Lindner Capital Advisors, Inc. (LCA)

Since 1986, Lindner has employed the tenets of Modern Portfolio Theory to manage portfolios.

Relationships have been maintained with key institutional managers that do not offer retail distribution, choosing to work directly with large organizations and pension funds only. LCA continues to employ the same core academic beliefs that have been awarded the Nobel Prize in Economics seven times since 1990 and maintains relationships with key academicians from the University of Chicago, Stanford University, University of Pennsylvania’s Wharton School and Dartmouth University. In 2007, LCA assets under management exceeded $500 million.

In 2008, having experienced the steep decline in clients’ investments, Bob and his team spent months researching ways to provide negatively correlated assets as part of their portfolios. In 2009, they introduced the Contemporary Portfolio Series, which integrates a managed futures component in an appropriately diversified portfolio in order to reduce the overall portfolio risk during times of market volatility.

In order to provide more value to advisors who chose LCA as their third-party money manager, Bob developed Lindner College. Certified by the Center for Fiduciary Excellence (CEFEX) and utilizing educational techniques licensed from CEG Worldwide, the organization provides practice management training to advisors.

Bob earned his undergraduate degree in Business Management from Mercer University and his graduate degree in Financial Services from the American College. He is an Accredited Investment Fiduciary (AIF), a professional designation awarded by the Center for Fiduciary Studies, Katz Graduate School of Business at the University of Pittsburgh.

He is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and an Accredited Asset Management Specialist (AAMS). He is a licensed CERTIFIED FINANCIAL PLANNER™ (CFP) professional and was admitted to the Registry of Financial Planning Practitioners in 1994. Bob is a member of the American Financial Association, the American Economic Association, the Investment Advisor Association, and the Financial Planning Association.

Bob serves on the Executive Board of the Atlanta Humane Society. He and his wife, Ann, live in Marietta.

E-mail Robert: rlindner@lindnercapital.com