To Choose Institutional Direct
What Drives Our Award-Winning Results? Enhancing Our Clients' Portfolios.
What drives our client results is portfolio efficiency. Each portfolio is built and managed for our private client's growth and needs. Results are directly correlated to portfolio efficiency.
The eight principles to enhance investor returns are:
Unlike industry products where investors are pooled, the Linden Thomas & Company institutional portfolios are managed through individual holdings.
Our fixed-income portfolios are managed directly for each investor based on their specific income need. The net cash flow from holdings goes to clients' portfolios directly.
Unlike pooled products, our portfolio pricing is direct and transparent. Investors don't pay the unnecessary hidden costs of mutual funds.
Our team works together, monitoring allocations of equities and fixed-income to portfolios. This ensures client results are maximized.
Because each investor owns securities directly, it gives them control of things like tax-loss harvesting and charitable gifting.
To Choose Institutional Direct