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

Maximize Income Results - Linden Thomas & Company Yield Focused Fixed Income Management

As investors build wealth and move to their golden years of needing income and security, there is no better way of doing so than our yield focused fixed income portfolios. These portfolios are tailored and built specifically to our client’s needs. Unlike bond mutual funds where investors are pooled together (where you have pricing disadvantages, low yield to maturities, hidden fees, no transparency, or control), our private bond portfolios allow investors to access the best bonds available with the highest yield. This gives both retired investors great benefits.

Linden Thomas & Company Yield Focused
Fixed Income Tailored Portfolios

  • Pre-Retirement Benefits
  • Stability and Diversification
  • Complements Equity Results
  • High Re-Investible Compounding of Coupon Payments
  • Increased Compounding
  • Coupon Reinvestment Adds More Holdings
  • Control and Transparency
  • Post-Retirement Benefits
  • High Income
  • Less Need to Draw Off Equity
  • Enhanced Income Over Other Asset Classes
  • Complements Other Asset Classes
Click above to view our awards

Learn More About Yield Focused Fixed Income

Tailored portfolio construction

Unlike most of the investment industry, Linden Thomas & Company builds each portfolio through individual stocks and bonds tailored to their specific needs. Our active onboarding process begins with a needs, risk, and planning review. Once your goals and needs are understood, we then work with each investor directly to determine the appropriate allocation and then construct the portfolio from the ground up.

Recipe for Results

With over thirty years of managing private portfolios for high net worth individuals, founder Stephen L. Thomas and his team of professionals have found six key contributors, or ingredients, to maximize their client results that ultimately have made their clients achieve the best results. Those contributing factors are:

  • Quality
  • Maximizing Yield
  • Risk Mitigation
  • Investor Control
  • Tax Management
  • Cost/Pricing

The Linden Thomas & Company discipline is to build academically sound portfolios. After 30-plus years of building portfolios for high net worth individuals, results have shown us that earnings quality, investor ownership, and minimizing costs have proven to deliver quality results. Each portfolio is built on sound academics:

Quality – Equity Earnings Quality

Each equity portfolio is built with a focus on diversification and earnings quality. This proves to enhance long-term growth and enhances down-market recovery.

Yield

Through our private yield focused fixed income portfolios, each portfolio is built with a focus on maximizing the need for client cash flow. By doing so, you increase long-term compounding and decreased the need to draw down principal.

Ownership

Through individual ownership of individual stocks and bonds, you avoid the hidden costs of mutual funds and pricing disadvantages that hurt results.

Minimizing Cost

Because Linden Thomas & Company manages assets directly for each client, we take away the high cost of advisors, hidden fees, and pricing disadvantages of pooled investment products.

Yield Matters

Yield Focused Fixed IncomeOne of the biggest disadvantages of fixed-income mutual funds is the pooling of investors along with pricing disadvantages of individual securities, which can heavily impact both investor yields and total return results.

Through the Linden Thomas & Company Private Separately Managed Account Portfolio discipline, it allows us to build each portfolio with a focus on maximizing each investor’s yield results. Each portfolio security (whether corporate, municipal, or government bond) is purchased based on maximizing both yield and upside security total return results over the lifetime of each investor. The eight focus principals are:

  • Maximizing Investor Yield
  • Developing Diversity Between Sectors
  • Creating Consistent Cash Flow
  • Achieving Personal Tax Consideration
  • Increasing Total Return Results
  • Minimizing Need for Equity Drawdown
  • Minimizing Total Cost to Investors
  • Transparency

Unlike bond ETFs or mutual funds, which aren’t managed individually, and offer little benefit because of pooling investors, our yield focused fixed income portfolios are built based on customers’ unique needs and are developed to maximize both yield and total return results.

If you’re interesting in learning more about the Linden Thomas & Company yield focused fixed income portfolio option, 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

Yield Focused Fixed Income

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.