Jim King
President and Chief Investment Officer at Lindenwold Advisors, LLC
- Role
- President and Chief Investment Officer at Dakota Wealth Management
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
About Jim King
Dakota Reading: Visit us at DakotaWM.com Dakota Reading was established through…
Experience
President and Chief Investment Officer
Apr 2020 — Present · Reading, PA, US
Pursue disciplined investment strategies. Consistently apply the firm\'s best thinking. Strive for strong returns in concert with a commitment to mitigate risk. Above all, recognize a duty to serve the client in an ethical, responsive manner. These have been guiding principals for the teams I have led over the past 30 years, and now guide the services offered by Lindenwold Advisors, LLC. I founded this private investment firm this year to continue the work for clients, and myself, that I have found to be successful for several decades. Many challenges exist in the current economic and investment environment, yet those challenges create opportunity. Lindenwold Advisors is eager and prepared to help clients discern the difference.
Skills
- Investments
- Asset Management
- Securities
- Asset Allocation
- Mutual Funds
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