Overview

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Our Mission
At Lingenfelser Financial Services, our mission is to help our clients reach their financial goals through sensible and straightforward investment management while adhering to the highest degree of integrity and ethics.

Our Philosophy
We have learned that our clients' best interests are served by steering their investment dollars into strategic opportunities with a longer-term outlook and away from the fads and gimmicks of the day. We discourage against making emotional reactions due to the disturbing headlines of the moment. We do not know (and believe no one else does) when erratic swings are going to occur in the market. Therefore, we do not attempt to make anticipated market calls in an effort to hurry up and sell or buy just before a predicted correction or upswing. Nor do we trade in and out of positions in an effort to chase after speculative gains. A more conservative and steady “buy and hold” strategy of managing money has always been our preference.

Our Independence
We have total control over the financial services we offer to our clients and are never pressured to push a specific product or investment. Therefore, our independent recommendations are based on what can best serve our clients.