Page 40 - Tacoma-Pierce County Lawyer Magazine - September October 2018

(Pictured left to right: Kristin Sackmann, Darryl Lynch, Jaynelle Acker, Chad Clark and Lance Rounds)
Providing Professional Services to Guardians, Trustees and Guardians ad Litem, our goal is to help reduce your liability while keeping you compliant with fiduciary responsibilities.
What We Offer
• Special Needs and Minor Trusts
• Ability to Block or Restrict Accounts
• Investment Proposal for Court Approval
• Assistance with setting objective criteria for risk tolerance, diversi cation* and income need
• Application of the Prudent Investor Rule
• Diversi ed portfolios, ongoing monitoring
and periodic rebalancing
• Documentation of all reviews performed with the guardian
• Detailed Quarterly Portfolio Report
• Simple fee model for advice, transactions, and custody of the accounts is available in select programs
About Darryl Lynch
• 30 Year Tenure at Oppenheimer & Co. Inc.
• Accredited Investment Fiduciary (AIF)® designation awarded by the Center for Fiduciary Studies
• Member of National Guardianship Association
• Member of the Washington Association of Professional Guardians
• Member of the Guardian/Conservator Association of Oregon
• Center for Guardianship Certi cation – Review Board
Darryl J. Lynch, AIF®, Executive Director – Investments Oppenheimer & Co. Inc. • 500 108th Avenue NE, Suite 2100 • Bellevue, WA 98004 Phone: (425) 709-0404 • darryl.lynch@opco.com
*Diversi cation does not guarantee a pro t or protect again a loss. The information should not be construed as a recommendation or an offer or solicitation to buy or sell any securities nor does it represent legal or tax advice Oppenheimer & Co. Inc. (“Oppenheimer”), nor any of its employees or af liates, does not provide legal or tax advice, However, your Oppenheimer Financial Advisor will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed. For further information about the investment programs discussed and their suitability for your portfolio, please contact your Oppenheimer Financial Advisor or look on the Securities and Exchange website. Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges. 2015923.1