About Indexperts Advice
Indexperts Advice is designed to provide comprehensive investment management for investors.
Our advisory services focus on delivering tailored strategies that align with your unique financial goals and risk tolerance. With a commitment to transparency, simplicity, and expertise, we empower you to navigate the complexities of investing confidently.
Key Features of Indexperts Advice
Professional Guidance
Powered by Linden Thomas & Co., Indexperts clients have access to seasoned advisors from a firm with a 36-year track record. Access expert investment advice tailored to your financial situation and long-term objectives.
Comprehensive Management
Benefit from discretionary portfolio management that ensures your investments are continuously monitored and adjusted to meet your goals.
Transparent Fee Structure
Enjoy a clear and competitive annualized asset management fee of .85%, calculated based on the value of your portfolio.
Education
After 36 years of managing money, we found that portfolio efficiency only maximized results if the investor made good choices. That's why our team of professionals has made Indexopedia, a digital learning center exclusive to Indexperts clients.
Get Started with Indexperts Advice
Investors with over $2 Million can schedule a meeting
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A Partnership You Can Trust
At Indexperts, we prioritize building strong, trust-based relationships with our clients. Our team of financial professionals works closely with you to understand your priorities and deliver investment strategies that are both effective and aligned with your values.
Institutional Direct
Indexperts Advice allows investors to build their index portfolio using direct ownership of whole shares, allowing them to avoid the many shortfalls of pooled indexing investments. Some of those shortfalls include: phantom taxes, lack of control over taxes, expense ratios, small investor herding impacts, lack of consideration for quality, and more.
Achieve Financial Clarity and Growth
Whether you’re planning for retirement, growing your wealth, or seeking to leave a legacy, Indexperts Advice offers the expertise and tools you need to succeed. With a focus on informed decision-making and proactive management, we guide you toward achieving your financial aspirations.
Discover how Indexperts Advice can elevate your financial future. Schedule a consultation with our advisors today.
Get Started with Indexperts Advice
Investors with over $2 Million can schedule a meeting
Get Started Now