Proven Portfolio Results
One big benefit of building portfolios directly for each client is you see first-hand how tailored equity strategies and yield focused fixed-income bond portfolios (owned and controlled by each client) produce excellent long-term results at less cost to the client - all with total transparency.
Benefits of tailored portfolios:
- Client controls
- Tailored to needs
- Controlled costs
Over the years, we at Linden Thomas & Company have seen an earnings-quality equity portfolio, along with yield-focused fixed income, produce results both before and after retirement.
Income on fixed portfolio
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