ABOUT US
We are a boutique wealth management practice 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.
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 experience and resources to deliver independent-minded counsel and customized solutions in order to pursue each client’s goals with intelligence and rigor.
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 VALUES
Lindbrook Capital, was founded to better meet the needs of our clients and to provide an alternative to the traditional brokerage firms and wirehouses.
As a client-focused practice, Lindbrook Capital makes decisions that always put our clients’ best interests at the forefront – interpreting and presenting information and recommendations in an environment with minimal conflicts of interest.
Accordingly, our team strictly adheres to these guiding principles:
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.
100% of revenues are fee-based, and our only compensation is from our clients. As a result, our advice is objective and helps to reduce conflicts of interest.
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.
We provide investment solutions that help satisfy the needs of every client and deliver performance in all areas of portfolio design, implementation, and monitoring.
A personally tailored customer experience and service is our commitment to each client we serve.
Los Angeles
10877 Wilshire Blvd # 2000, Los Angeles, CA 90024
P: (424) 208-8000
Calabasas
23975 Park Sorrento # 230, Calabasas, CA 91302
P: (424) 208-8000
New York
712 Fifth Avenue, Suite 26B, New York, NY 10019
P: (212) 957-0052