LINKSIDE FINANCIAL LLC

Overview

Linkside Financial LLC is a small, independent registered investment adviser that acts as a capital allocator for a concentrated book of individual and family clients. The firm charges fees as a percentage of assets under management and provides core advisory services including financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational workshops. Its stated investment preference is equity-focused, with exchange-traded equities identified as the most-used asset type, yet the firm also sources third-party alternative managers when appropriate. The practice appears to run a high-touch, bespoke model given the limited client count and the firm’s role as a selector of outside advisers. Linkside Financial is not an active ESG investor and is set up as a single-owner limited liability company. The adviser does not position itself as a multi-state pension consultant or related adviser; its business activity centers on direct planning and portfolio management for private clients.

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