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It Takes Two

Results Come from Portfolio Construction—and Investor Behavior When it comes to building lasting wealth, investors often focus on finding the perfect portfolio. But even the best-built portfolio can’t overcome poor investor behavior. In our experience, investor success takes two things working together: an efficient portfolio and disciplined investor behavior. One without the other generally won’t deliver the results most investors...
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Average Annualized Returns (net of fees)

Performance through September 30, 2025
  • Linden Thomas US Equity Large-Cap Quality Growth 50 Index
  • Linden Thomas Mid Cap Consistent Value Index
  • Linden Thomas All Cap Focused Quality 100 Index

    Linden Thomas US Equity Large-Cap Quality Growth 50 Index (net)

    1 Year

    29.80%

    2 Year

    31.50%

    3 Year

    30.96%

    5 Year

    15.03%

    Since Inception

    14.59%*
    *Inception date 8/1/2019

    Linden Thomas Mid Cap Consistent Value Index (net)

    1 Year

    16.60%

    2 Year

    21.95%

    3 Year

    22.05%

    Since Inception

    14.79%*
    *Inception date 3/1/2022

    Linden Thomas All Cap Focused Quality 100 Index (net)

    1 Year

    15.86%

    2 Year

    23.92%

    3 Year

    23.04%

    Since Inception

    16.07%*
    *Inception date 1/1/2022
    The performance results shown are those of a proprietary account at Linden Thomas invested using real dollars based upon the application of the stated Linden Thomas's Proprietary Index investment methodology. Performance results are presented net of the .85% advisory fee. The performance results do not reflect the deduction of other fees or expenses, including but not limited to brokerage fees, custodial fees, fees and expenses charged by mutual funds and other investment companies, and any other fee or expense a client may incur in the management of such client's investment advisory account. A client's return with respect to an investment would be reduced by any fee or expense a client may incur in the management of their investment advisory account. Performance results are unaudited and are not an estimate of any other investors' actual performance, which may be materially different from such performance depending on numerous factors. No representations or warranties whatsoever are made by Linden Thomas, its affiliates, or any other person or entity as to the future profitability of an LT Index or the results of making an investment based on an LT Index. Past performance may not be indicative of future results. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance of the future performance of any specific investment strategy. All investing involves risk including the possible loss of principal.

    Investment advisory services offered through Linden Thomas Advisory Services, LLC, an SEC registered investment adviser doing business as “Linden Thomas and Company”.  516 N. Tryon Street, Charlotte NC 28202.  Phone:  (704) 554-8150