877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < About Us < Our Beliefs 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 Our Beliefs Our belief is that no two clients have the same needs, but each client has the same desire when it comes to their portfolio. Over the 30 plus years of managing high net worth individuals, our founder, Stephen L. Thomas, realized there are 11 key needs or desires that each investor or client has. The key needs for each individual client are: Results matter Minimizing cost matters Managing and understanding of risk Having a clear, well thought through plan Education and transparency are key Excellent service and reporting Managing and building portfolios directly is important Tailoring each portfolio Giving investors access and control of holdings Education and insight are invaluable Always be available 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