Overview
Lindahl & Mansager, Inc. was established in November, 1992 by its three principal
owners, Norman A. Lindahl, President; Douglas N. Mansager, Vice President; and Laura
M. Lindahl, Treasurer. Our services include tax planning, tax preparation, investment
management, accounting services and general financial planning.
As an investment advisory firm, we perform portfolio management through continuous
supervision taking into account your specific goals and objectives. One of the principal
risks that you, as an investor, face is owning a group of assets that are completely
irrelevant to your financial needs. When we put together an investment portfolio, it is
constructed to meet your individual goals. It reflects a thoughtful and coherent strategy
based on your particular financial and tax situation. Finally, your portfolio is continually
monitored and changed as your goals and financial situation changes.
We never recommend individual stock, corporate or municipal bond purchases. We
only recommend open ended mutual funds, exchange
traded funds, or money market
funds. We only purchase stocks, corporate or municipal bonds for you upon your
request.
In addition, we never recommend that you purchase a variable annuity. If you own a
variable annuity, we would recommend that you transfer it to a no-commission,
no-redemption-fee, low-cost variable annuity.
We always buy no-load, no-transaction-fee mutual funds and exchange traded funds.
Loads (commissions) are used to compensate sales personnel; they are not used to
support more effective fund management. Some load funds have performed well, but
there are plenty of no–load funds with exceptional historical returns. We believe loads
penalize investors with significant expenses that are detrimental to total return. We use
the Schwab Advisor Services™ One Source offered through Charles Schwab & Co. to
purchase no-load, no-transaction-fee mutual funds for you.
As of December 31, 2023, Lindahl & Mansager had $175,989,000 of assets under
management, all of which are managed on a discretionary basis.