877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < What We Offer < Portfolio Management Financial Planning Portfolio Management Earnings-Focused Equity Indexes Institutional Direct Yield-Focused Private Fixed Income Management Portfolio Efficiency Reviews Guide to Mutual Fund and Annuity Inefficiency Indexing for Tomorrow's Investor - Indexing Direct Top 12 Reasons Institutional Investors Choose Institutional Direct Truth and Evidence Efficient Portfolio Theory In this booklet you'll learn: How the seven pillars of investing maximize returns • How planning is the road map, while portfolio efficiency is the engine that gets you there Read Our Guide Portfolio Management - Institutional Direct Many investors engage us because of our Institutional Direct asset management. That is simply because Institutional Direct is the purest form of portfolio management. Each portfolio, whether equities or bonds, is managed through individual securities, not through industry products, such as pooled mutual funds. By purchasing and managing their securities directly, we’re able to offer an investment to our clients which avoids hidden fees, pricing disadvantages, and high retail advisor fees. Direct asset management, with its total transparency, gives our affluent clients the ability to control and manage gains, tax-loss harvesting, and gifting of individual holdings. Benefits to Institutional Direct: Securities owned and controlled by client Not pooled with small investors Total transparency No high advisor costs Eliminates hidden fees Portfolio tailored to investor’s needs Tax-loss harvesting of individual securities made possible Gifting of individual securities No phantom taxes (often found in mutual funds) No small investor herding impact Investor can restrict sin stocks Our investment management process is defined by the eight driving principles of the Linden Thomas & Company portfolio theory. They are founded on the belief that portfolio results are a direct correlation to portfolio efficiency. 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