12 Reasons
To Choose Institutional Direct
12 Reasons
In this booklet you'll learn:
What most advisors don't want you to know
Read Our Guide

Top 12 Reasons Institutional Investors Choose Institutional Direct

The driving principles of Institutional Direct stem from the firm's desire to achieve the best results for each client. Portfolio efficiency has a direct correlation to results, which is why founder Stephen L. Thomas established Efficient Portfolio Theory (a guiding principle to portfolio construction).

Institutional Direct is an asset management discipline where money is managed directly through the ownership of individual securities. This provides our clients with direct access to the customized portfolios built and managed on their behalf. In addition, efficient portfolio management eliminates the impact of herding, hidden fees, and pricing disadvantages of pooled mutual funds.

The top 12 reasons why investors choose Institutional Direct:

  • Don’t want to pay the high fees of retail advisors
  • Lack of discipline in their current portfolio
  • No visibility of the real cost in current fund holdings
  • Pricing disadvantages of mutual funds
  • Unclear how mutual funds are managed and built for investor benefit
  • No control of individual holdings within their current portfolio
  • Lack of transparency
  • Current advisor cost and fund cost is high - there appears to be no value added
  • The structure of the current portfolio can’t be tailored to client needs
  • No ability to gift or do tax loss harvesting of holdings in the current portfolio
  • The current portfolio is not built to maximize results
  • Never knew Institutional Direct existed

If you have been investing on your own or using an investment advisor, the benefits of Institutional Direct are simple:

  • The portfolio is built and managed directly for you
  • Earnings and yield disciplines are designed to maximize portfolio results
  • Investors eliminate the disadvantages of pooled investing
  • Investor portfolio is totally transparent and easy to monitor
  • High advisor costs and hidden fund costs are significantly reduced
  • Investors have total control of holdings, gifting, and tax loss harvesting
  • Linden Thomas & Company founder has 30 years of experience in putting clients first

12 Reasons
To Choose Institutional Direct
12 Reasons
In this booklet you'll learn:
What most advisors don't want you to know
Read Our Guide