Investment Committee

Lineweaver Wealth Advisors Investment Committee

The Investment Committee is composed of 6 experienced financial professionals - including 3 CFAs® - with over 100 years of combined experience. The committee constructs, implements, and oversees all investment strategies, and is responsible for fundamental research, security selection, performance monitoring, and asset allocation decisions.

Lineweaver Wealth Advisors Investment Process

Our unique 9-step investment process combines a top-down and bottom-up approach. From a top-down perspective, our Investment Committee’s economic outlook and financial market expectations influence asset allocation and sector weighting decisions. From a bottom-up perspective, rigorous due diligence and fundamental research drives our individual security and manager selection. This hybrid approach provides our clients with multiple potential drivers of outperformance.

The Lineweaver Difference

Throughout our investment process we serve our clients above all else. By using the unique mix of tools, platforms, and strategies available to us as an Independent Advisory Firm, we’re able to customize advanced solutions for our private clients to help them achieve their financial goals. In addition to our core holding strategies, we can provide and customize additional strategies, via our Core Plus Equity Strategy, Dividend Focused Strategy, and Income-Focused Strategies.