The Smartest Way to Reach Your Financial Goals
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Indexperts is changing the way the world invests.
Powered by an Award Winning Wealth Management Firm
Linden Thomas & Company has received 33 National Recognitions
Whether You’re Just Getting Started, or Are a Seasoned Investor, Portfolio Efficiency Matters!
3 Paths for Index Investors:
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.
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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.
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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.
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How Did We Get Here?
After 36 years, one of the industry’s top investment firms, Linden Thomas & Co., set out to build more efficient privately managed institutional indexes. Years of due diligence uncovered four predominant shortfalls of pooled market cap index funds: pooled ownership, unwieldy size, high investment advisor cost, and hidden fund costs. All of these disadvantages can impact the upside, downside, and recovery results of a portfolio. To remedy this, our team set out to build more efficient indexing for affluent investors and the next generation of affluent investors. For years, Linden Thomas & Co. has been building earnings focused indexes for many of our private clients, using the same disciplined approach which empowers the Indexperts Earnings Focused Indexes.
Four Factors That Drive Indexperts Earnings Focused Institutional Indexes
The Indexperts Advantage
The Old Way of Index Investing
4 factors
that drive smart investor results!
Investment results have a direct correlation to portfolio efficiency. Each Indexperts portfolio is built with the four principles of equity earnings quality, direct ownership, minimized investor cost, and transparency.
the proof is in the performance!
Above data as of 10/30/2024
Above shows the Linden Thomas & Co. All-Cap Growth 150 Index, which strategy is used for the Indexperts Quality Growth 150.
Top 6 Reasons Smart Investors Choose indexperts
Indexperts empowers investors through tailored portfolios with proven results.
What Sets Indexperts Apart From All Other Index Fund Companies and Their Retail Investment Advisors?
Results Focused
Institutional Indexing with a focus on maximizing results through earnings quality, direct ownership, and managed costs.
History
World-class team of experts and a 36-year track record of managing affluent investors’ portfolios across the US.
Recognition
Linden Thomas & Co. and its support team has over 33 recognitions for being one of Wall Street’s Top Investment Advisors.
Education
Indexperts investors gain access to our client Investor Institute, Indexopedia; which will help investors of all ages make informed decisions navigating the markets.
Setting up an account is easy!
- Easy enrollment process
- Easy to transfer funds
- Easy to create a risk profile
- Easy to allocate money
- Easy to change allocations
- Easy to track progress and results
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.
Top 10 Questions Smart Investors Need to Know
After 36 years of managing affluent investors between $1M and $50M, the award-winning investment firm, Linden Thomas & Company, decided to build an investment firm which caters to Smart Investors that want to apply efficient portfolio principles for smaller clients. With the same principles that have been applied to larger portfolios, Indexperts allows investors to seek results through efficient portfolio discipline and behavior.
Nationally Recognized from the Top Financial Publications
