Lindenwold Advisors, Inc.
Lindenwold Advisors, Inc. is a registered investment adviser based in Reading, Pennsylvania. Founded in 2021, the firm manages financial assets for individuals, families, businesses, and institutions, offering disciplined portfolio management services. With a team of 3 employees, Lindenwold Advisors leverages over 100 years of combined asset management experience to help clients achieve their wealth management and investment goals. Clients include high net worth individuals, retirement plans, and nonprofit organizations.
Investment Strategy
Lindenwold Advisors employs a disciplined, structured investment process that is consistently implemented across client portfolios, with personalized solutions tailored to each client's unique needs and objectives. The firm offers customized portfolio management focusing on long-term growth and capital preservation for individuals, families, businesses, and institutions. Their approach emphasizes responsive service, risk management, and access to reliable investment solutions, aiming to help clients protect and grow their wealth over time.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXUS | VANGUARD STAR FDS | 11.29% | $21.7M | 314,710 | $61.01 | $69.09 | +$2.8M |
M MUB | ISHARES TR | 5.27% | $10.2M | 97,160 | $107.02 | $104.48 | +$226.7K |
M MSFT | MICROSOFT CORP | 4.64% | $8.9M | 17,953 | $335.21 | $497.41 | +$2.3M |
A AAPL | APPLE INC | 4.15% | $8.0M | 38,958 | $177.43 | $205.17 | -$489.0K |
M MBB | ISHARES TR | 3.31% | $6.4M | 67,783 | $96.63 | $93.89 | +$686.2K |