How We Compare
Many of our clients come from local, regional and national investment firms and independent advisors. Many are referred to us by other clients.
The seven most common reasons why investors move from other investment advisors are:
- Poor results
- Substandard service
- No formalized investment discipline
- High hidden fees
- Offered only pooled funds
- Reactive approach
- Lack of transparency
Because of our founder's background and history of seeing the high cost of mutual funds and retail advisor costs, Linden Thomas & Company set out to build portfolios directly. Institutional Direct alleviates the need to pay high advisor fees and invest in products like mutual funds. This helps reduce investor costs by hiring the asset manager directly. This takes away hidden fees and pricing disadvantages of pooled investment products.
Facts about Linden Thomas & Company Investments to Compare with your Advisor
"If a financial plan is your road map, the portfolio efficiency is your engine that ensures success."
~ Stephen L. Thomas