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."

Whether looking after your own money or someone else's, the most important things to avoid are surprises and distractions. Dietz & Lynch Capital offers a focused, thorough investment discipline coupled with a full range of wealth and financial planning services.

Our approach to wealth planning has three steps:

Step 1: Before we can recommend, we need to listen. By understanding you, we can identify appropriate goals and help you develop a plan to pursue them.

Step 2: Once we've gotten to know you, we analyze, evaluate and prepare a personal review which looks at the "big picture" and lays out a clear road to work towards your goals.

Step 3: Finally, we execute, and stay by your side as you travel down your road.

A Thorough Proprietary Investment Process

We employ a proprietary strategic process to manage investment assets developed by managing director, Neal Dietz. Neal draws on more than a quarter century of experience in analyzing relative strength among securities and market sectors.

We manage assets in traditional long-only portfolios, as well as a long/short, sector rotation, and strategies that focus on a specific investment style or market sector. In addition to our own internally managed investment porfolios, we offer access to a full spectrum of securities and other investment strategies through our advisors' affiliation with LPL Financial.

Financial planning offered through Dietz & Lynch Capital, a Registered Investment Advisor, and a separate entity from LPL Financial.

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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