Linden Thomas & Company
Institutional Direct
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Earnings quality, cost, and ownership equal results
Institutional Direct is the discipline of Linden Thomas & Company managing investor's money directly. This gives each of our clients direct access to portfolio management where each investor's portfolio is managed, tailored, and controlled through individual stocks and bonds. By managing clients directly through our earnings-focus index portfolios and yield-focused academic approach, investor portfolio efficiencies are greatly enhanced over pooled mutual fund investing (often recommended by investment advisors and their firms).
Investing for tomorrow's affluent investors
Each of the Linden Thomas & Company portfolios give clients access to our earnings-focus institutional indexing as well as some of the industry's top institutional equity managers. Our yield-focus fixed-income portfolios are built from the ground up and tailored around each clients' needs. The benefit of our approach is clients gain a team of professionals with decades of industry experience and proven results.
The table below helps illustrate how pooled investment funds compare to privately managed equity and fixed-income portfolios:
Equity & Fixed Income Mutual Funds versus Linden Thomas & Company Institutional Direct
Each portfolio is built with results as our key focus. Academics prove that results are a direct correlation to portfolio construction, earnings quality, yield, ownership, and cost. Our approach in managing each portfolio is to keep these qualities at the center of each portfolio.
The higher the cash flow that fixed-income produces, the less each investor has to rely on equity growth to live on. That leaves the potential that the portfolio can still grow in retirement while still managing the risk.
Our award-winning approach allows us to take account of each of our clients’ needs to tailor each portfolio with a focus on meeting their needs. For more information on Institutional Direct, please fill out our CONTACT FORM.
"Great results are a direct correlation to effort."
~ Stephen L. Thomas
Learn more about the Linden Thomas & Company Difference by Viewing the Video Above