877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < About Us < Client Specialists & Service Team How We're Different Our Story How We Compare Why Independence Our Beliefs Our History 12 Reasons To Choose Institutional Direct In this booklet you'll learn: What most advisors don't want you to know Read Our Guide Client Specialists & Service Team Over 30 Years Of Putting Clients First Our team has over 100 years of combined experience. Each member plays a role in managing, consulting, and servicing our clients. Our founder, Stephen L. Thomas, prior to establishing Linden Thomas & Company, found that most of the industry advisors fell short of client's expectations because they would not build a team with industry experts within their respective fields. Instead, they often farmed out the advice to third-party money managers pooling clients together. In that environment, clients get both poor advice and results. So, Linden Thomas & Company set out to build a team of multi-generational, multi-talented Certified Financial Planners, Chartered Financial Analysts, and bond and equity experts alongside financial advisors. This allows each of our client's direct access to superior portfolio management and a team of specialists to help them navigate through life with the very best, unbiased advice. Linden Thomas & Company 516 N Tryon Street Charlotte, NC 28202 Contact Linden Thomas & Company Directions/Map Customer Relationship Summary Quick Links About Us What We Offer Discipline & Results How We Compare Retirement Planning Investor Institute Awards Call (877) 554 8150 © 2021 Linden Thomas & Company Connect with Us Additional Information Legal Disclaimers Business Continuity Plan Customer ID Program Notice Privacy Pledge & Notification