Dietz & Lynch Capital provides individual and institutional clients with sophisticated proprietary risk management services and optimization in the areas of investment management and fiduciary compliance.
As investment fiduciaries, we put our clients’ interests before all else. Since 1989, we have dedicated ourselves to serving individual and institutional clients with a loyalty that inspires and sustains their confidence in our three distinct specialties:
•Versatile and accredited consulting services to pension, profit-sharing, and 401(k), 403(b), 457, and Taft-Hartley retirement plans, as well as foundations, endowments, trusts, and similar accounts.
•Customized investment, wealth management and financial strategies, including access to insurance, non-qualified deferred compensation, and alternative investments, for individuals, businesses and plan sponsors.
•Clear and transparent fiduciary processes managed by a team of professionals with extensive, diverse experience in investments, finance, law, benefits consulting, regulatory enforcement and innovative strategic planning.
