877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < About Us < Institutional Direct How We're Different Our Story How We Compare Why Independence Our Beliefs Our History 12 Reasons To Choose Institutional Direct In this booklet you'll learn: What most advisors don't want you to know Read Our Guide Institutional Direct Traditional Retail Advisors Institutional Direct is a process where investors gain direct access to having their money managed through an institutional money manager. Unlike retail advisors, Institutional Direct through Linden Thomas & Company gives each client the benefit of having assets managed directly. Below details how retail investment advisors differ from Institutional Direct: Steps Of Retail Investment Advisors Investor has money to invest. Investor hires a financial advisor who charges a fee. Advisor invests in a mutual fund or other pooled products. Mutual fund pools investors, charging an annual fee and trading costs. Portfolio manager oversees the pool of assets (meeting the demands and various needs of each investor). Steps Of Linden Thomas & Company Institutional Direct The investor has money to invest. The investor hires Linden Thomas & Company to plan, build, and manage the portfolio directly. As you can see, traditional financial advisors charge fees to then invest in third-party mutual funds where assets are pooled with other investors and managed by money managers that don't know the clients directly. Linden Thomas & Company gives each investor direct access to portfolio management where assets are managed directly for each investor, taking away layers of fees and pricing disadvantages. This gives our clients both control and transparency. Click Here to See Full Size Chart Through Institutional Direct, our Linden Thomas & Company clients gain access to our team of financial planners and other industry experts but pay no additional cost. The Linden Thomas & Company difference is portfolio results are a direct correlation to how the portfolio is constructed. Linden Thomas & Company 516 N Tryon Street Charlotte, NC 28202 Contact Linden Thomas & Company Directions/Map Customer Relationship Summary Quick Links About Us What We Offer Discipline & Results How We Compare Retirement Planning Investor Institute Awards Call (877) 554 8150 © 2021 Linden Thomas & Company Connect with Us Additional Information Legal Disclaimers Business Continuity Plan Customer ID Program Notice Privacy Pledge & Notification