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.
It makes sense to take advice from someone who is committed to acting in your best interest. At Linden Thomas & Company, we adhere to the fiduciary standard. This means we place our clients' best interest above that of our own. We have the advantage of being a fee-only wealth management firm that doesn't reward commission-based product recommendations. The fiduciary standard is part of the foundation of trust for all of our clients.