Personalization
One of the unique advantages of retaining Linde Equity is the freedom you enjoy in constructing an investment portfolio tailored to your own personal needs, objectives, and interest. By investing in individual securities rather than mutual funds, you can expose your portfolio to particular companies, sectors, or regions with great precision.
By creating your own personalized investment portfolio, you can also better construct your account to generate specific amounts of income. Unlike a portfolio of mutual funds, a portfolio of individual stocks enables you to know exactly how much dividend income is being generated from each security in your account to satisfy any monthly income needs.
As a result, every segregated account managed by Linde Equity is unique, often a reflection of the investment profile of the client. There is no cookie cutter approach or one-size-fits-all strategy. In essence, each client portfolio becomes their own investment fund where they can reap the rewards of building a portfolio of cherry picked stocks from varying sectors, asset classes and regions that we discover for you through our daily research.