Client education is very important to Linden Thomas & Company. We believe that much of the industry fails to educate their clients on key essentials such as cost, portfolio construction, quality, ownership, and risk. We have found that the more each Linden Thomas & Company client is educated and informed, the wiser their decisions that impact portfolio and family needs. Every aspect of portfolio construction matters as all have an impact on results.
To download each, simply click on the links below or watch the videos to learn more.
Learn More about LINDEN THOMAS & COMPANY INDEXES
Types of Returns: Understanding Annual and Annualized Returns
Principles of Investing in a Volatile Market
Indexing Made Better
Unlike a traditional index fund, with Linden & Thomas earnings-focused indexes, each investor owns their stocks directly. No pooling with other investors. And, instead of stocks being replaced when they fall below market-cap requirements, ours are replaced as soon as they fail to meet our strict earnings screens.
Efficient Portfolio Theory
At Linden Thomas & Company we believe that quality matters, which is why we are building a foundation for the future. Implementing our seven pillars of portfolio efficiency theory, we gain the insights that lead to more informed decision making on behalf of our clients.