Unlike most retail advisors, Linden Thomas does not believe that bond funds offer the best opportunity when there is a need for income and stability. Our process, although seemingly elementary, has taken years to develop.  Read More…

One of America’s Top Wealth Managers

Why Linden Thomas and Company’s Fixed Income Discipline is Different

First – It starts with the client and the need for income now or at retirement. Once income need is established, we then determine the net assets within a client’s portfolio that will be allocated in fixed income verses equities.

Second – Using the amount allocated to fixed income, we then begin building a fixed income portfolio that best meets that individual’s net income objective and risk parameters.

Third – While building out the account, we search across the many fixed income inventories to find either bonds or preferred stocks. This allows us to help meet our clients’ net income needs, while at the same time researching fixed income opportunities that reflect a value compared to the market and in some cases, offer a potential higher net yield than other securities.

Fourth – Once built, the portfolio is monitored for individual gains as the market may move individual securities up that were once a discount to the rest of the market.

Finally – When we can sell securities at an increased value and take advantage of new opportunities to further increase yield, we do so.
This process reflects the importance we place on building efficient portfolios and providing continuous monitoring in order to better help ensure both net yield and long term growth potential.

Learn more about Investing in Individual Fixed Income Versus Using Bond Funds.
Contact our office for a no-cost, no-obligation, comprehensive evaluation of your current financial portfolio. 704-554-8150 or 877-554-8150.

Stephen Thomas explains how to help achieve cash flow requirements in a low interest rate environment – Length: 5 minutes

Fixed Income Strategies – As Seen on Wall Street Journal Online – WSJ.com

This video is for informational purposes only. The opinions expressed in this video are those of the speaker(s) and are not necessarily those of Wells Fargo Advisors Financial Network or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy and individual risk tolerance and investment objectives must be reviewed prior to making any investment decision, please consult your financial advisor. Past performance is not a guarantee of future results.

 

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Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

© 2016 Linden Thomas and Company All rights reserved.

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

Fixed Income Discipline – 2

Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

© 2016 Linden Thomas and Company All rights reserved.