For a century, Capital Linker Funds has served American families and enterprises with the discretion of a private house and the rigor of an institution — blending counsel, capital, and care across every chapter of a life well-lived.
What began as a single office on Wall Street has grown — deliberately, carefully — into a nationwide private counsel. We have never chased scale for its own sake. Every decision, every hire, every client relationship has been weighed against a single question: does this serve the family, for the long term?
We exist to protect, grow, and transfer the financial lives of American families and enterprises — with the discretion of a confidant, the discipline of an institution, and the patience of a century-long horizon.
We envision a financial practice where every client is known by name, every recommendation is fiduciary, and every outcome is measured in decades — not quarters.
Three words carved above our original doorway. They remain the compass by which every engagement, investment, and relationship is measured.
In an industry of trends, we hold to principles. These are not marketing promises — they are the operating covenants of our house.
Every advisor holds a CFP®, CFA®, or CPA designation — and has earned the confidence of at least three generations of the same families. Average tenure: fourteen years.
Pre-qualification in 60 seconds. Funded loans in 24 hours. Because opportunity rarely waits.
AES-256 encryption, SOC 2 Type II, and multi-factor authentication guard every conversation and every dollar.
No two families are alike. Every plan is architected around your income, values, and horizon — then stress-tested against ten thousand market scenarios.
U.S.-based specialists, available around the clock by phone, secure chat, or private video — because financial questions do not observe business hours.
Licensed in all fifty states and the District of Columbia, with local expertise from Anchorage to Miami — and a single standard of care everywhere.
Each practice is led by licensed specialists and designed to work in concert with the others — so your counsel is always coherent, coordinated, and confidential.
"When our family faced an unexpected loss, Capital Linker Funds did not send a form letter. They sent Eleanor — who had served my grandmother, my mother, and now me. Within seventy-two hours, every question was answered, every claim resolved. That is not service. That is stewardship."
"From our SBA loan to our key-person policy, everything lives under one roof. Our startup closed its Series A three months early — because our counsel was already in the room."
"Their debt-consolidation counsel saved us $1,400 a month and cut our payoff horizon in half. For the first time in a decade, we sleep soundly."
"Capital Linker Funds restructured our retirement and college funding in six weeks. The clarity they brought to our family is, quite simply, life-changing."
Candid answers to the questions prospective clients raise most often. If yours is not here, a senior advisor is a phone call away.
Speak with a senior advisor. No obligation, no pressure — only candid, fiduciary counsel.
Every relationship at Capital Linker Funds begins with a private conversation — thirty minutes, no obligation, no pressure. Simply candid, fiduciary counsel.
We collect information you voluntarily provide — name, electronic mail, direct line, date of birth, Social Security Number (when required for credit products), financial account data, and employment details — as well as technical data such as IP address, device identifiers, and usage analytics.
We use essential cookies for authentication, preference cookies to remember your settings, analytics cookies to improve our services, and advertising cookies (only with your consent) to deliver relevant content. You may manage cookie preferences through your browser or our consent banner.
Your information is held in AES-256 encrypted environments hosted in SOC 2 Type II certified United States data centers. We retain personal data only as long as necessary to fulfill the purposes described herein or as required by applicable federal and state law.
We share data with carefully vetted partners — banking institutions, insurance carriers, credit bureaus, and cloud service providers — solely to deliver the services you request. All partners are bound by contractual data-protection obligations.
Under United States federal law and applicable state statutes, you have the right to access, correct, delete, or port your personal data, and to opt out of the sale of your information. Submit requests to privacy@capitallinkerfunds.com.
California residents have additional rights, including the right to know the categories of personal information collected, the right to delete, the right to opt-out of sale/sharing, and the right to non-discrimination. We do not sell the personal information of consumers under age 16.
Capital Linker Funds · Attn: Privacy Office · 775 Ashwood Drive Palmer, IA 50571 · privacy@capitallinkerfunds.com · +1 712-359-0338.
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Content on this website is provided for informational purposes only and does not constitute legal, tax, or investment advice. All financial products are subject to underwriting approval, creditworthiness, and applicable terms. Past performance is not indicative of future results.
Fees for advisory, insurance, and lending services are disclosed in writing prior to engagement. Payments are processed through PCI-DSS compliant partners. You are responsible for all applicable taxes, interest, and charges associated with financial products you elect to use.
To the fullest extent permitted by law, Capital Linker Funds and its affiliates shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of our services, including losses resulting from market fluctuations, third-party actions, or force majeure events.
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Any dispute arising from these Terms shall first be submitted to good-faith mediation. If unresolved, disputes shall be settled by binding arbitration administered by the American Arbitration Association in USA. You retain the right to bring individual claims in small claims court.
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