Keeping You Ahead of the Curve:
The Importance of Agility, Research, and Proactivity
Independently Selected and Approved
Our commitment to excellence means you and your employees can choose from top-tier fund selections. With our extensive internal investment committee and external research team, we provide our clients with best-in-class investment managers. We work closely with you to conduct performance and expense reviews to help ensure that the funds’ expenses are reasonable given the funds relative performance and that it is consistent with your Investment Policy Statement.
Actively Managed Portfolios for You and Your Employees
Our proactive philosophy means that we are always on-guard, and actively managing your plan. We take pride in helping our clients to sleep well at night, knowing that we are diligently monitoring their retirement plans, portfolios, and fund managers. When there is a sudden change in the markets, in your retirement goals, or the economic outlook, we stand ready to take action and adjust you and your employees’ portfolios.
Terms and Conditions | Privacy Policy | Disclosures
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
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