Michael Kamp

Lindus Advisors, Inc. is a private money management firm which specializes in developing and managing sophisticated investment strategies for high net-worth individuals, families, and institutional investors.

Lindus also provides sub-account and separate account management services for investment professionals and their clients.

In addition to our core investment management services, Lindus Advisors provides wealth management services for individuals and families.

Our wealth management services take into account the complex financial issues facing modern day families including:

* Retirement Planning
* Trust and Estate Planning
* Tax Strategy
* Asset Protection
* Unique Family needs

We design each portfolio on the basis of two beliefs:
1. Each client should have an investment strategy tailored to their individual financial circumstances and unique preferences.
2. Each portfolio should be designed to mitigate the downside risk in years that the market is down.

Michael Kamp’s Specialties:

Series 65 - Registered Investment Advisor
Retirement and Trust Products
Advent Product Suite - Axys, Moxy, Qube, Dataport/ACD/Interfaces

Michael Kamp’s Experience

Lindus Advisors, Inc.

(Investment Management industry)

February 2008 — Present (1 year)

Lindus Advisors, Inc. is a private money management firm which specializes in developing and managing sophisticated investment strategies for high net-worth individuals, families, and institutional investors.

We design each portfolio on the basis of two beliefs:
1. Each client should have an investment strategy tailored to their individual financial circumstances and unique preferences.
2. Each portfolio should be designed to mitigate the downside risk in years that the market is down.

Specialties:
Series 65 - Registered Investment Advisor
Retirement and Trust Products
Advent Product Suite - Axys, Moxy, Qube, Dataport/ACD/Interfaces
MDKamp Consulting (Self-employed)

(Self-Employed; Myself Only; Financial Services industry)

April 2005 — Present (3 years 10 months)

- Conduct detailed reviews of client’s business to identify operational inefficiencies and implement automated processes where appropriate.
- Perform performance audits for monthly, quarterly and yearly reporting for both internal and external clients.
- Modify existing software to more closely align with business requirements.
- Provide training for new employees and re-training on new streamlined processes within the Advent product offering.
Advent Software

(Public Company; 201-500 employees; ADVS; Computer Software industry)

October 2000 — April 2005 (4 years 7 months)

- Conducted client site implementations of Advent’s products, including software installation, configuration, testing, automation and hands-on end-user training.
- Provided pre-sales support to the sales team on large, multi-phase implementation projects.
- Researched, analyzed and discussed solutions for the integration of peripheral applications and data into the Advent product suite to maximize business operations.
The Charles Schwab Corporation

(Public Company; 10,001 or more employees; SCHW; Financial Services industry)

April 2000 — October 2000 (7 months)

- Supported sales and marketing efforts to retail and institutional clients resulting in initial capital funding in excess of $100 million.
- Designed and implemented procedures for department staffing, performance management and development initiatives.
- Established trading desk for “The Fund” and performed as the head trader for both retail and institutional clients.
The Charles Schwab Corporation

(Public Company; 10,001 or more employees; SCHW; Financial Services industry)

October 1999 — April 2000 (7 months)

- Provided investment direction to clients involving risk assessment, financial analysis and retirement planning.
- Trained advisors in the Greater Dallas/Fort Worth area branches on retirement and trust issues including proposed federal legislation, ERISA regulations, and the fundamentals of corporate and individual retirement product offerings.
- Monitored branch operation procedures including daily audit and corporate compliance functions.
- Obtained series 7&63 licensing requirements (now expired).
The Charles Schwab Corporation

(Public Company; 10,001 or more employees; SCHW; Financial Services industry)

September 1997 — October 1999 (2 years 2 months)

- Managed three teams of 8-10 specialists focusing on complex functional areas of retirement and trust operations.
- Developed and executed training program for all Bay Area investment advisors.
- Provided testing and compliance support for an automated retirement distribution system that was ultimately rolled out to retail branches nationwide.
- Received recognition from the Chairman, Charles Schwab, for implementing a successful company-wide resolution process for internal and external client issues.

Michael Kamp’s Education

Jesuit College Prep

1900 — 2012 (expected)
University of Southern California

BA, International Relations, 1992 — 1997

Activities and Societies:

Pi Kappa Alpha, Resident Advisor
St. Rita

Additional Information

Michael Kamp’s Websites:

Lindus Advisors

Michael Kamp’s Groups:

Technical & Fundamental TRADERS (+1,400)
The Official USC Alumni Association Group
Hedge Fund Network
USC Trojan Network
Charles Schwab Alumni Network
Life After Advent
Jesuit High School of Dallas Alumni and Students

Michael Kamp’s Contact Settings

Interested In:

career opportunities
consulting offers
new ventures
job inquiries
expertise requests
business deals
reference requests
getting back in touch

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