Lynchpin

Market Strategy, LLC

A financial services consulting firm 
providing "the key connection" for
economic analysis, investment research, and portfolio management.

Our Mission

In addition to the play on words, I believe the Lynchpin name perfectly describes my career long passion for being a stabilizing force for financial advisors and their clients.

In mechanical terms, a lynchpin secures critical components together, preventing disassembly or failure.  It is a simple, yet essential part that plays a vital role in dependability and function, while allowing for adaptability when conditions change.

Over my 40-year investment career, I have endeavored to provide clarity and perspective on the ever-changing policy, economic, and financial market environments.  My primary focus continues to be on longer-term fundamentals and strategic investment decisions.  Yet market trends can shift quickly, periodically allowing for shorter-term or tactical portfolio adjustments.

At Lynchpin Market Strategy, LLC, my goal is to deliver investment consulting services that provide financial advisors and clients with the tools necessary for long-term success.  I promise to be a clear and insightful partner on this investment journey.

Let’s Keep it Together!

Looking for a Trusted Market Strategy Partner?