877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < About Us < Frequently Asked Questions How We're Different Our Story How We Compare Why Independence Our Beliefs Our History Efficient Portfolio Theory In this booklet you'll learn: How the seven pillars of investing maximize returns • How planning is the road map, while portfolio efficiency is the engine that gets you there Read Our Guide Frequently Asked Questions Over the last 30 years our founder, Stephen Thomas, has seen a lot of changes take place within the investment industry. As big firms have moved to a more commodified approach, Thomas and his team have continued to develop more efficient ways to build tailored portfolios for their private clients in a way that meets each client's needs. Because many of our clients come by referral from other investment firms we are often asked: How are we different from the competition? How do we work? What's the benefit of having a team? For your convenience, we have constructed a list of the most common questions. Please feel free to contact us at Linden Thomas & Company if you have any other questions. Below are some of the top questions: How is Linden Thomas & Company different from other investment advisors? What is the Linden Thomas & Company approach with new clients? What is Linden Thomas & Company? What is Linden Thomas & Company’s core business? How does Linden Thomas & Company make its money? Do I pay an advisor, then get put in products which also have fees? Who makes investment decisions? How are you different than a mutual fund? What is Institutional Direct? How are your earnings-focused indexes different from index mutual funds? How does Linden Thomas & Company provide me income? My financial advisor says he’s institutional, how are you different? Why don’t all investment advisors offer direct access to institutional asset management? How do I compare Linden Thomas & Company to other Financial Advisors? Facts About Linden Thomas & Company Investments To Compare With Your Advisor Click Here to See Full Size Chart 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