28 Green Street
Newbury, MA 01951
Phone: 978.225.8386
Fax: 978.225.8398

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Our Mission

"We provide individual and institutional clients with sophisticated proprietary wealth and risk management services in the areas of investment management and fiduciary planning and compliance support."

Dietz & Lynch Capital takes pride in offering a comprehensive range of fee-based consulting services to plan sponsors and other fiduciaries of pension, profit sharing and 401(k), 403(b), 457 and Taft-Hartley retirement plans, as well as to foundations, endowments and trusts. We were the first plan advisor in New England to be certified by the Center for Fiduciary Excellence (CEFEX)1. Based on ISO-standards, the CEFEX certification is a testimony to the quality and objectivity of our services. In addition, we were the first licensed adopter of the 2010 Fiduciary Standard developed and promulgated by the Foundation for Fiduciary Studies.2

Under the direction of Ed Lynch, we seek to deliver unbiased guidance and complete fee disclosure to help you manage your funding obligations, establish appropriate investment goals, design investment strategies, control costs and improve performance.

We specialize in creating valuable retirement plan experiences for employers and employees by covering the full range of services you may need or require as a plan sponsor, including:

  • Plan Design Review & Assistance
  • Independent Plan Benchmarking and RFP Service Assistance
  • Assits with Investment Review & Due Diligence, Analyzing & Monitoring Investment Selections
  • Fiduciary Practices Review & Assessment
  • Participant Communications, Education & Investment Advice3

When you work with Dietz & Lynch Capital, we serve as your Chief Retirement Officer, and sign on as an investment co-fiduciary for your company retirement plan. We provide compliance assistance with complex and changing regulations to help you understand your personal and professional liability. Our thorough approach helps you in your quest to derive more value for every dollar spent on benefits, improve employee satisfaction and reduce costs.

1CEFEX News Release, September 18, 2008.

2Designed to harmonize with Congress' proposed Financial Reform Bill and the amended 2006 Pension Protection Act

3Participant advice is provided through a separate agreement from retirement plan consulting services.

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, SC, TX, VT.  

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

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