About Cleaton Lindsey

Lindsey Image 1Who is Cleaton

I chose to be an “Independent” Financial Consultant (clearing through LPL Financial*) rather than joining one of the big Wire House firms. The primary reason was that I wanted my clients to have access to a wide variety of investment strategies, where I could specialize in providing “Alternative Investments” and “Asset Preservation Strategies”, :”Retirement Income Planning”, to go along with traditional investments. Moreover, I did not want my clients to feel pressured into using proprietary investments, when there may be better alternatives.

As the equity markets (as measured by the S&P 500) again reach an all-time-high, these strategies may have never been more important. We should not forget the lessons learned in the tech bubble of 2000 or the financial collapse of 2008.

As an example, I specialize in providing Asset Preservation Strategies to technology experts. As can happen in with many businesses, techies are especially prone to being overly exposed to the fortunes of one company. It is very common for them to get stock appreciation rights, options, ownership and many experience IPO’s. This leaves the bulk of their assets dangerously exposed. There were many fortunes made in the late 90’s and then lost in the early 2000’s.

I also provide 403(b) services for Michigan school employees, primarily in the Rochester Community and Macomb Intermediate School Districts.

I believe an Advisor should listen to their clients, get to know them, learn about their needs, concerns and situation. These are the building blocks necessary to build an investment strategy. Oh Yeah: every phone call should be returned! Something you may not get at the big firms.

*LPL Financial is the nations largest independent broker-dealer based on total revenues (as reported by Financial Planning Magazine June 1996-2012).

Education

Cleaton graduated from the University of North Carolina at Chapel Hill in 1989 with a Bachelor of Science in Business Administration with a concentration in Finance and Economics. In 1991, Cleaton received his Masters from Cornell University.

Personal

Outside of business, Cleaton enjoys spending time with family and friends and golfing. He is the proud father of two children: Lauren (13) and Jag (11). Lauren loves school, friends and dance. Jag enjoys basketball, football, and of exotic cars.

Business Address

Scripter and Associates                                                                                                                                                 3155 West Big Beaver Rd,                                                                                                                                             Suite 103                                                                                                                                                                         Troy, MI 48084                                                                                                                                               248.643.4965

Cleaton.Lindsey@LPL.com

 

 

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