877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Celebrating over 30 YEARS of Putting Clients First, because... CLIENT SUCCESS MATTERS. Speak to a Linden Thomas & Company Professional TODAY!! SCHEDULE A CONSULTATION Top Private Wealth Manager - Linden Thomas & Company at a Glance (877) 554-8150 0 National Recognitions 0+ Years Putting Clients First 0+ Valued Clients $2.39B Invested ONE Purpose Linden Thomas & Company - 30 National Recognitions What We Do for Our Clients Matters As Linden Thomas & Company has grown over the years, we have never lost focus on what's important. Our clients are at the center of everything we do. If our efforts produce great results for our clients, then who do you think benefits? Investors often hire us because of what we have done and how we achieve results. They stay clients because of what we do on a consistent basis. Our team of professionals has one focus... putting client needs first! This is why we work hard to educate, serve and build efficient portfolios that are tailored not through products but through individual securities with a focus on maximizing client results. "It's not what we say that's important, it's what we do." ~ Stephen L. Thomas What Makes Us Different What drives our client results is portfolio efficiency. Each portfolio is built and managed for our private client’s growth and needs. Because results are directly correlated to portfolio efficiency, Linden Thomas & Company tailors each portfolio using eight principles to enhance investor results. Please take a few minutes to view this short video, it truly illustrates the power of Institutional Direct portfolio management. WATCH OUR VIDEO The History of Linden Thomas & Company The journey to becoming a world-class asset management firm has a rich history (before becoming a wholly-owned fully independent private institutional investment firm and broker-dealer). Before starting Linden Thomas & Company, founder Stephen L. Thomas and a team of professionals saw first-hand how big wall street firms worked. This drove them to build an independent institutional firm with a focus on client results through efficient portfolio management and planning. 1988 1988 1993 1995 2001 2005 Today Beyond Today Linden Thomas & Company has built a team of professionals focused on building efficient portfolios tailored to our clients' needs while maximizing results. Our team consists of Certified Financial Planners (CFPs), bond experts, Chartered Financial Analysts (CFAs), financial advisors, and industry experts dedicated to service. 30 times over the last several years, Barron’s, Forbes, and Financial Times have recognized founder Stephen L. Thomas as one of the industry’s top wealth managers. Linden Thomas & Company is not only an independent asset manager registered under the SEC, but also a wholly owned broker-dealer afforded the freedom to build portfolios directly through individual securities… Read More... Linden Thomas & Company Results at a Glance Compare Cumulative Return Results Vanguard 500 Index Admiral Linden Thomas & Company US Equity Large/Mid Cap Growth 100 The data shown above was gathered from 01/01/2017 - 10/20/2020. At Linden Thomas & Company, we know results matter! Our belief is earnings quality, investor ownership, and cost matter! Rather than putting investors in market cap pooled mutual funds, we build each portfolio directly through individual securities with a focus on earnings quality. Investor ownership, and cost efficiency. This allows each one of our clients the ability to maximize long-term compounding while minimizing the inefficiencies of poor portfolio construction. Portfolio results have a direct correlation to portfolio efficiency. We take a disciplined, less subjective, academic approach to building each portfolio. "Results are a direct correlation to effort!" ~ Stephen L. Thomas *To read our full disclaimers, CLICK HERE. Our Beliefs and Giving Back... For much is given, much is required! Who we support: Homeless/Military/Less Fortunate/Food/Faith One benefit of growing up with less is when you are given more than you need then it allows you to bless those that are in need. At Linden Thomas & Company, we have been blessed over the years and part of that blessing helps bless others! ~ Stephen L. Thomas 16 ways to do GREAT THINGS! Click on the logos to learn, give, care... Speak to a Linden Thomas & Company Professional TODAY!! SCHEDULE APPOINTMENT Linden Thomas & Company Serves over 660 Clients in 35 States throughout the United States and Beyond. 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