LYNCH & Associates/in
Lynch & Associates is an independent investment advisory firm headquartered in Newburgh, Indiana, United States. Founded in 1994, it provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, corporations, endowments, foundations, trusts, estates, and pension funds. The firm employs approximately 7 financial advisors and has been accredited by the Better Business Bureau since 2010.
Investment Strategy
Lynch & Associates provides customized portfolio management and financial planning for individuals, small businesses, institutional clients, and pension consultants. Their strategy emphasizes long-term wealth management using both discretionary and non-discretionary accounts, tailored asset allocation, and fee structures based on assets under management, hourly, or fixed rates. The firm caters to a diverse client base, prioritizing client-specific goals and risk profiles, and utilizes both active and passive investment vehicles across equities, fixed income, and alternative assets.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.21% | $52.9M | 102,091 | $55.12 | $517.95 | +$1.2M |
I IVV | ISHARES CORE S&P 500 INDEX | 4.34% | $22.5M | 33,554 | $219.58 | $669.30 | +$1.1M |
I IJH | ISHARES CORE S&P MIDCAP 400 IN | 3.87% | $20.1M | 307,397 | $32.99 | $65.26 | +$1.2M |
W WMT | WAL-MART STORES INC | 3.77% | $19.5M | 189,536 | $28.67 | $103.06 | +$384.1K |
J JPM | J P MORGAN CHASE & CO | 3.28% | $17.0M | 53,840 | $113.02 | $315.43 | +$1.0M |