Not Every Wealth Advisor is the Same.
Indexperts is Better
Indexperts smart investors have access to our proprietary research and market insights so you can reach your investment goals.
The Indexperts digital wealth management firm gives investors easy-to-use institutional approaches to money management. With our innovative portfolio efficiency strategies our smart investors maximize results while reducing risk.
Unlike our competitors, whose digital investment platforms can be hard to navigate, difficult to use, and tough to monitor, Indexperts is unique. The team at Indexperts has built the easiest, most intuitive digital wealth management platform in the industry.
Our primary goal at Indexperts is to bring these cutting-edge research and investment tools – usually only reserved for the very wealthy—to everyone.
Go ahead and construct the same portfolio as a millionaire. Get started with as little as $3,000 and experience the difference smart index investing makes!
AN AWARD WINNING TEAM
With over $2 billion in assets under management and 30 NATIONAL RECOGNITIONS, Linden Thomas & Company partners with investors who desire the same results that are typically only available to million-dollar investors. Indexperts' primary principle is to help make experts of the next generation of investors through education, portfolio efficiency, investment behavior, and time!
Powered by an Award Winning Wealth Management Firm
Linden Thomas & Company has received over 30 National Recognitions
HOW WE COMPARE
Earnings Quality – Many market-cap index funds replace companies after they drop below market-cap requirements. This usually occurs after the company's stock has already dropped significantly. Indexperts applies an earnings quality screen that helps identify companies with the highest earnings standards while avoiding those that do not.
Direct Ownership of Equities – Unlike mutual funds and ETFs where investors are pooled and often penalized when small investors move in and out, Indexperts investors own stocks directly through fractional shares. This helps enhance results by avoiding small investors' bad behavior commonly known as herding impact.
Managing Cost – Unlike our competition, Indexperts avoids the hidden costs of retail equity funds and ETFs. Trading costs and expense ratios take a toll on results. Indexperts avoids these hidden fees through direct ownership of the shares.
Control & Transparency – Because our investors own the stocks directly through fractional shares, it gives each investor total control and transparency of a diversified portfolio of equities. Unlike equity mutual funds and ETFs where tracking individual stocks is made difficult, our investors own securities directly. Tracking progress of holdings is made easy because of holding transparency.
Education - The indexperts Investor Institute provides best-in-class research and educational material FREE for all clients. We believe that empowering investors of all ages to be smart investors is key to enhancing results. Indexperts Investor Institute guides cover basics of money and saving as well as deeper dives into portfolio efficiency and smart investor behavior.
Indexperts Empowers Investors of all Generations
5 Fundamental Truths Kids Need to Know About Money
7 Money Principles Every Teenager Should Learn to be Successful
10 Disciplines of Money Every College Student Needs to Know Before Graduating
8 Things to Avoid in Building Wealth That Will Last
7 Must Have Portfolio Principles in Retirement
WHO ARE INDEXPERTS SMART INVESTORS?
Indexperts smart investors are investors of all ages and backgrounds looking for a more efficient, research-driven approach to investing. Using our innovative tools, our smart investors maximize their investment results by avoiding the inefficiencies often found in the most popular ETFs and mutual funds. Indexperts achieves this by allowing direct ownership of high quality securities with low transaction costs.