Celebrating 30 Years of Putting Clients First(877) 554-8150

Our Enhanced Equity Index is Changing the Way the World Invests

Click above to view our awards

What drives our client results is portfolio efficiency. Our optimized indexing delivers proven results. Each portfolio is built and managed for our private client’s growth and needs. Because results are directly correlated to portfolio efficiency, we tailor each portfolio using eight principles to enhance investor results:

Watch our Video to Learn More

Portfolio Construction Principles

  • Quality – An investor should consider an index’s performance over both the short and long-term prior to deploying capital. While the size factor should be considered, a company’s inclusion and weight in an index based predominately on size may not align with the objectives and risk tolerance of the investor. Quality matters because it improves a company’s ability to: 1) Fund their own operations, which is especially important in tight credit markets. 2) Capture new growth opportunities. 3) Return capital to shareholders. 4) Exploit high value M&A activity in down markets.
  • Ownership – Unlike industry products where investors are pooled, the Linden Thomas & Company institutional portfolios are managed through individual holdings.
  • Yield – Our fixed-income portfolios are managed directly for each investor based on their specific income need. The net cash flow of holding goes to clients’ portfolios directly.
  • Portfolio Construction – Each portfolio is tailored specifically to each of our client’s growth and income needs.
  • Pricing – Unlike pooled products, our portfolio pricing is direct and transparent. Investors don’t pay the unnecessary hidden cost of mutual funds.
  • Team – Our team works together monitoring allocation of equities and each fixed-income portfolio to ensure client results are maximized.
  • Control – Because each investor owns securities directly it gives them control of other needs like tax-loss harvesting and charitable gifting.
  • Total Transparency – All portfolio positions are held in each client’s name so monitoring and results are made easy.

If you’re interesting in learning more about the Linden Thomas & Company proven results, please fill out our web inquiry form by CLICKING HERE.

 

Contact an Advisor for a investment portfolio checkup today.

Enter your name and email address in the fields below.

  • This field is for validation purposes and should be left unchanged.

No obligation. We take your privacy extremely seriously, and we never sell lists or email addresses.

READY TO GET STARTED?

We’re Independent Financial Advisors who build personalized fixed income portfolios for high net worth investors.

ContactUsTodayBTN

CALL US: 704-554.8150

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

Proven Results

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.