Our Mission

Our mission is simple: to build, manage, service, and educate our clients. We aim to increase investors’ wealth, knowledge, and insights.

About Indexperts

Breaking Traditions

After 36 years witnessing the shortcomings of retail investment advisors (outlined below), Stephen L. Thomas, the founder of Linden Thomas & Co., set out to break tradition and build a wholly owned investment firm (broker-dealer) for affluent investors and the next generation. Through Indexperts, Linden Thomas hopes to provide expert indexing to all investors while maintaining a focus on quality and minimized cost.

The "Traditions" of Retail Investment Advisors

Many investors in retail investment firms operate in the space of questions and doubts. Not only are the portfolios often poorly constructed, but investors can be left with little understanding of how to navigate different market environments. Indexperts set out to build an investor learning center: Indexopedia. Indexopedia is exclusive to Indexperts investors and gives our clients and their children access to 36 years of market and investment insights.

Third-Party Funds

Many of the industry's investment advisors do not own their broker-dealer, nor are they licensed to be a money manager. This often means they rely on third-party funds and model portfolios.

Hidden Fund Costs

While many investment fund companies claim to have low expenses, they often fail to discuss the other costs of pooled funds like internal trading costs, internal trade spreads, and pass-through taxes.

Lack of Quality

Much of the retail investment industry is built around putting clients in market-cap index funds. A market-cap index fund is constructed based on the size of the company, not the quality.

Pooled Ownership

Many investors who hold popular funds are unaware of small-investor herding impacts. The movement of investors moving into and out of the fund on a daily basis creates increased trading costs and capital gains.

Fixed Income Pricing Disadvantages

Investors in bond funds are subject to low yielding bonds that when purchased had a good yield. Because the bonds are pooled with no direct ownership, the fund manager can’t buy the bonds based on the individual’s net-income needs.

Middlemen

Retail investment advisors are seldom the only one getting paid. Fund companies make money from the expense ratio. Transactional costs are paid to brokerages and clearing firms.

Ownership & Control

Most retail advisors do not own the broker-dealer of the firm they work for. Advisors put their name on the door, but without full ownership of the broker-dealer they don’t have full control of costs or management. This is why Linden Thomas & Co. set out over a decade ago to build and own both the broker-dealer and investment advisor firm.

Education & Insight

Many investors in retail investment firms operate in the space of questions and doubts. Not only are the portfolios often poorly constructed, but investors can be left with little understanding of how to navigate different market environments. Indexperts set out to build an investor learning center: Indexopedia. Indexopedia is exclusive to Indexperts investors and gives our clients and their children access to 36 years of market and investment insights.

How Our Team at Linden Thomas & Co. Broke Tradition

Indexperts Advice

$2 Million+

Indexperts Advice provides the Earnings-Focused Index strategies in coordination with professional guidance for those with $2M or more to invest. Access the benefits of Indexperts Direct, such as tax-loss harvesting, proxy voting, gifting appreciated shares, and customization, with the added advantages of financial planning, estate planning, and tax guidance.

Indexperts Direct

$2 Million - $500,000

Indexperts Direct gives investors with $500,000 or more to invest a tailored portfolio built with Indexperts' earnings and yield-focused ETFs. A phone call is scheduled to discuss your financial needs, goals, and preferences, after which the Indexperts Direct Team will build a portfolio tailored specifically for you. This hassle-free process will ensure that your index investing journey sets off on the right course.

Indexperts ETFs

$500,000 or less

Indexperts ETFs give everyone access to the earnings and yield focused Indexperts' strategies - perfect for those just beginning their index investing journey. While a large initial investment is needed for direct indexing, ETFs can be bought for a lower price. Just like Indexperts' direct indexing strategies, the ETFs are built with a focus on earnings and yield quality, reduction of costs, and spreading of risk.

Indexperts Investor Institute

Empowering Investors of All Ages Through Insight and Education!

Two things all investors need are efficient portfolio management and insight. After 36 years of managing money, we found that portfolio efficiency only maximized results if the investor made good choices. For over three decades, founder Stephen L. Thomas and his team of professionals have helped affluent investors make informed decisions. To make this guidance more available, Linden Thomas & Co. set out to build the Indexperts Investor Institute: Indexopedia. Indexopedia offers the insights that empower investors to navigate all kinds of markets and invest based on their long-term needs.