Efficient Portfolio Theory
Efficient Portfolio Theory
In this booklet you'll learn:
How the seven pillars of investing maximize returns • How planning is the road map, while portfolio efficiency is the engine that gets you there
Read Our Guide

Tailored Portfolio Construction

Each Linden Thomas & Company client portfolio is tailored specifically to their growth, income, and risk needs; all through individual securities. Unlike investment firms where advisors charge a fee for advice and then simply invest in products that are pooled with other investors, the Linden Thomas & Company discipline builds portfolios directly.

This discipline provides each of our clients with the ability to maximize income through individual bonds, along with maximizing growth through individual stocks. This is accomplished through our Earnings-Focused Institutional Index disciplines and allocating between sectors of the markets tailored specifically to their needs. Our Earnings-Focused Equities discipline, coupled with our Yield-Focused Fixed Income, offers clients both control and full transparency of individual holdings. Unlike pooled investment products like ETFs, mutual funds, or annuities, our tailored portfolios give investors the control to gift individual securities, as well as take advantage of tax-loss harvesting. Because the assets are managed directly, our portfolios eliminate the cost of high advisor fees and the hidden fees in mutual funds, along with the pricing disadvantages of pooled funds.

Benefits of Linden Thomas & Company Tailored Portfolios

Control – Our clients own the securities directly, so they have total control and ownership.

Tax-Loss Harvesting – Ownership of holdings give each client the ability to sell individual securities where managing taxes is involved.

Total Transparency – Each portfolio holding is fully transparent so clients can monitor the progress of each holding.

Construction/Allocation – Each portfolio is built and managed to specifically meet the risk, yield, and growth needs of our clients.

Yield – Each of our bond portfolios are built through individual bonds, so cash flow is a full benefit specific to the client’s needs.

Growth - Through our Earnings-Focused Equity Indexes, each stock is bought and owned by our clients. This allows them to tailor each equity portfolio based on their growth and risk goal with total control and transparency.

Team – With Linden Thomas & Company managing the assets directly, each client has the ability to work with a team of professionals who can help them design and build a portfolio that maximizes their results.

Compounding – The greatest benefit of tailoring portfolios through individual holdings is it removes the layers of hidden inefficiencies often found in pooled mutual funds. By taking out the inefficiencies of pooled funds and applying ownership and earnings quality, this allows each of our clients to realize maximized results.

Minimizing Cost – Unlike retail investment advisors and mutual funds, the Linden Thomas & Company Institutional Direct approach significantly reduces many of the hidden pricing disadvantages, high advisor costs, and hidden fund fees. The result? Our investors achieve a greater benefit.


Efficient Portfolio Theory
Efficient Portfolio Theory
In this booklet you'll learn:
How the seven pillars of investing maximize returns • How planning is the road map, while portfolio efficiency is the engine that gets you there
Read Our Guide