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Indexperts is changing the way the world invests.

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Linden Thomas & Company has received 33 National Recognitions

Linden Thomas – 33 National Recognitions

Whether You’re Just Getting Started, or Are a Seasoned Investor, Portfolio Efficiency Matters!

Indexperts Advice

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 and estate planning and tax guidance.

Indexperts Direct

Don't always need advice? For those with $500,000 or more to invest, Indexperts Direct provides our Earnings-Focused Index strategies through direct ownership of whole shares without the guidance of an advisor. This has the added advantages of the ability to tax-loss harvest, vote proxies, gift appreciated shares, and customize the index to fit the investor's needs. If you end up needing more help, our financial professionals are ready to assist you with competitively priced, a la carte services.

Indexperts ETFs

Indexperts' upcoming ETFs will give access to Indexperts-built strategies to those who are just starting out. While a large initial investment is needed for direct indexing, ETFs can be bought for a lower price. Just like the direct index strategies, the ETFs have a focus on earnings and yield quality, managing costs, and spreading risk.

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.

Above data as of year-end 2021

the proof is in the performance!

*The above chart is backtested over time & for illustration purposes only. Click here for full disclaimer information.

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 decision. 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.