Consulting Services
Monthly Market Commentary
An investment newsletter focusing on the key developments and outlook for what I believe are often the central pillars driving the financial markets. These include - policy, economy, interest rates, corporate profits, global activity, and currencies/commodities.
Investment Chartbook
A monthly chart presentation highlighting the aforementioned pillars driving investment activity. These chartbooks are more granular relative to asset classes, valuations, and market performance. As in many cases, a picture is worth a thousand words!
Client Conference Calls
I’m available for financial advisors and clients to highlight findings in the monthly commentaries or investment chartbooks on a monthly and/or quarterly basis. Additionally, should market conditions warrant, we can also have calls to provide my perspective during periods of heightened market volatility.
Portfolio Consulting
Periodic discussions affecting asset allocation, investment styles, relative valuations, and model portfolios, etc.
Management Consulting / Mentorship
In addition to financial market advice, I’m willing to share experiences and input on a variety of management related lessons learned over my 40-year investment career. I’ve also enjoyed mentoring younger executives in areas including, but not limited to, investment philosophy, portfolio construction, as well as career progression.
Subscription Services
All reports are available to clients via the Lynchpin Market Strategy, LLC brand, or under a white label offering. Hourly rates and fees for reports and/or consulting services will be discussed privately with clients and prospects.
Thank you for considering a partnership with Lynchpin Market Strategy, LLC.
Let’s Keep it Together!