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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.

Equity Mutual Funds vs. Institutional Direct

Institutional Direct

Fixed-income Mutual Funds versus Linden Thomas & Company Yield-Focused Private Portfolios

Yield Focused Fixed Income
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Each portfolio is built with results as our key focus. Academics prove that results are a direct correlation to portfolio construction, earnings quality, yield, ownership, and cost. Our approach in managing each portfolio is to keep these qualities at the center of each portfolio.

The higher the cash flow that fixed-income produces, the less each investor has to rely on equity growth to live on. That leaves the potential that the portfolio can still grow in retirement while still managing the risk.

Our award-winning approach allows us to take account of each of our clients’ needs to tailor each portfolio with a focus on meeting their needs. For more information on Institutional Direct, please fill out our CONTACT FORM.

 

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Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

© 2020. Linden Thomas and Company All rights reserved.

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

Customer Relationship Summary

Institutional Direct

Connect With Us

Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

Customer Relationship Summary

© 2020 Linden Thomas and Company All rights reserved.