Link Plan Management

We design programs that help employees realize their investment objectives and long-term financial goals. 

Proprietary investor questionaire

Portfolios match individual investors’ profile

Profiles are built on risk tolerance and investment objectives

Link’s processes ensure the employee risk profile is properly matched to a suitable, risk-appropriate, diversified investment portfolio that properly meets investment objectives – specifically for them.

Portfolio construction is founded on core principles:

  1. Asset allocation is the primary determinant of long-term performance and re-balancing
  2. Fees have a profound effect on the final value of a portfolio
  3. Reinvesting dividends significantly enhances long-term returns
  4. Regular bi-weekly and monthly investing enhances returns through dollar cost averaging

Interested in exploring the right plan for your organization?