877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < About Us < Client Results Matter How We're Different Our Story How We Compare Why Independence Our Beliefs Our History Top 8 Questions Investors Need to Ask to Achieve Better Results In this booklet you'll learn: To answer the most important investment questions Read Our Guide Client Results Matter Our focus at Linden Thomas & Company is to help investors plan, build, and navigate as changes in markets and life take place. Our goals as a firm are to deliver the best results in nine areas in order that the client's needs. Linden Thomas & Company is committed to meeting each client's long-term needs. Results Each portfolio is built and managed through individual stocks and bonds tailored to our clients' needs. The Linden Thomas & Company Equity Indexes are constructed to maximize our clients’ long-term results while the fixed income portfolios are built to maximize cash flow. Transparency Through Linden Thomas & Company separately managed portfolios, each client has full transparency of each holding, results, and cost. This takes out the guesswork that is often difficult when buying products. Control/Flexibility Because securities are held in each client's account directly, they have full control and flexibility to change, gift, or sell individual securities. Team/Resources Our team of Financial Planners, Chartered Financial Analysts, bond/equity experts, and advisors alongside administrative staff are here daily as a resource if clients need us. Reporting The Linden Thomas & Company reports are built to give each client a clear picture of allocation, results, and net income of each holding along with a list by sector of each stock and bond. Service Our team of service administrators is there to provide each client with quick, reliable service. We don't believe in voicemail; we believe in talking to clients directly. Financial Planning Our team of financial planners has a commitment to ensure that you have the plan and road map that is well spelled out and gives you a clear path to meet your long-term needs. Tailored Portfolio Management Each portfolio is built and tailored directly for our clients through individual securities, so our clients benefit from direct ownership. Earnings-Focused Equity & Yield-Focused Bonds Academics prove that earnings-quality equity discipline and yield-focused fixed income management over time benefit investors. The Linden Thomas & Company earnings-focused equity indexes and our yield-focused bonds are built to meet each of our client's cash flow and long-term growth needs. Education & Insight Linden Thomas & Company believe an educated investor is one that can make the best decisions. This is why we conveniently create material that helps each investor understand and navigate as their needs change. "People hire us because of what we have done. They stay clients because of what we do." -Stephen L. Thomas 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