The Truth About Cost and Fee-Only Advisors
The Truth About Cost and Fee Only Advisors
In this booklet you'll learn:
The different types of financial advisors • Why client education and awareness matters • Why long terms results are directly correlated to cost and efficiency
Read Our Guide

What We Offer

Linden Thomas & Company offers seven key investment services:

  • Earnings-Focused Equity Index Management (Institutional Direct)
  • Active Institutional Equity Management (Institutional Direct)
  • Financial/Estate Planning/Reviews
  • Portfolio Efficiency Reviews/Consulting
  • Retirement/401k Profit Sharing Consulting
  • Tailored Yield-Focused Fixed Income Management
  • Educational Planning

Unlike many of our competitors, who focus on planning but fail to build efficient portfolios, we’ve learned that planning without efficient portfolio construction cannot succeed. Much like traveling, even the best map is useless without a reliable means to reach your destination.  Here at Linden Thomas & Company – with our focus on maximizing efficiencies – planning is the map and portfolio efficiency is the reliable means to get to your investment destination.


The Truth About Cost and Fee-Only Advisors
The Truth About Cost and Fee Only Advisors
In this booklet you'll learn:
The different types of financial advisors • Why client education and awareness matters • Why long terms results are directly correlated to cost and efficiency
Read Our Guide