Lindberg & Ripple Inc

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Retirement plan sponsors – who direct investments for their company’s retirement plan, such as a 403(b), 401(k), 457 plan, or a solo DB/401(k) planAt Lindberg & Ripple, we're not just asset managers. We follow a disciplined process that allows us to take the time to truly understand each client's objectives, customize an investment approach and integrate solutions that not only meet your needs but also integrate well with other plans you may already have. Here's what you can expect from this personalized approach. – We'll begin by helping you crystallize your short-term and long-term objectives. As part of that process, we match your assets and liabilities. We also review where your assets are held, as that has a huge impact on investment strategy. Then we set a target rate of return for each type of holding, e.g., your non-qualified retirement assets, your foundation, your short-term assets. -Strategy – We don’t rely on generic model portfolios. Instead, we customize a prudent asset allocation strategy for each objective. In developing your strategy, we strive to be cost-conscious, tax-efficient, and risk-sensitive. We know that the risk of losing money is always greater than the risk of not earning enough. -Execution – We continuously monitor your performance against your target rates of return, not only on a gross basis, but on a net basis after income taxes and a net/net basis after estate taxes. Better still, you can tap into our unique consolidated reporting service to track investments you may have with other custodians as well as with Lindberg & Ripple.

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