Fiduciary Affiliates - O'Reilly Wealth Advisors

Affiliates

Lindner Capital
BenefitStreet

Lindner Capital

www.lcaus.com

Lindner Capital is a federally registered investment advisor which was formed in 1997 to provide asset management services through an exclusive group of wealth management professionals and selected broker/dealers.

LCA provides a unique and academically sound strategy to portfolio construction using the Nobel Prize-winning principles of Modern Portfolio Theory.

The firm designs portfolios consistent with the investor's risk tolerance, investment purpose and time horizons. LCA invests client's assets with select institutional asset class managers that can be purchased only by approved investment advisors.

In December 2006 Lindner became the 7th investment advisor/manager in the United States to achieve certification as a Fiduciary Investment Advisor by the Center for Fiduciary Excellence (CEFEX). Patterned after the demanding ISO 9000 Quality Certification, Lindner allowed the CEFEX Audit team full access to measure Lindner's compliance with 66 Fiduciary Standards of Care. Contact O’Reilly Wealth Advisors for the list of 66 fiduciary standards of care.

O’Reilly Wealth Advisors made a very wise choice to delegate its client's investment needs to an advisor that has proven by thorough examination that it warrants a high level of trust. Lindner's outstanding results are a good signal that using fiduciary standards of care with discipline built with renowned DFA Funds achieves long term success!

BenefitStreet

www.benefitstreet.com

For 401(k) plans, Lindner teams up with BenefitStreet, a business services firm that provides unique and proprietary software and trading exchange solution for the administration of qualified employee retirement plans.

BenefitStreet is the nation's fastest-growing company in advanced daily valuation solutions for 401(k) and other qualified defined contribution plans. BenefitStreet's unbundled approach to retirement plan recordkeeping and maintenance is a great solution for service providers and plan sponsors.

BenefitStreet's open architecture technology offers retirement plans access to all mutual funds according to the needs and sophistication of the participants. Included is the ability to attach a self-directed or separately managed brokerage account. BenefitStreet's independence from investments affords complete transparency of pricing to sponsors and participants alike, and allows greater control over retirement plan costs and investment performance.

Moreover, the online access for plan participants allows them to become self-sufficient, while the sponsor is provided access to participant information. The daily valuation technology reduces the administrative workload, provides plan information, investment options, visibility and self sufficient employees.