Linden Thomas & Company Institutional Direct Learn more about the 8 mistakes advisors make | Uninformed investing doesn't work | What advisors don't tell you hurts
Earnings quality, cost, and ownership equal results
Institutional direct is the discipline of managing investors’ money directly. This gives each of our clients direct access to portfolio management where each investor’s portfolio is managed, tailored, and controlled through individual stocks and bonds. By managing clients directly through our earnings-focus index portfolios and Linden Thomas & Company yield-focused academic approach, investor portfolio efficiencies are greatly enhanced over pooled mutual fund investing often recommended by investment advisors and their firms.
Investing for tomorrow’s affluent investors
Each of the Linden Thomas & Company portfolios gives clients access to our earnings-focus institutional indexing as well as some of the industry’s top institutional equity managers while our yield-focus fixed-income portfolios are built from the ground up tailored around each clients’ needs. The benefit of our approach is clients gain a team of professionals with decades of industry experience and proven results. The table below helps illustrate how pooled investment funds compare to privately managed equity and fixed-income portfolios.