877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < About Us < What Matters to Our Clients? 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 What Matters to Our Clients? Over the past 30 years as a private wealth manager, we have found that communication, access, transparency, flexibility, honesty, education, planning, service, and results are all very important to meeting client's needs. These eight areas are where we have seen most advisors fail their clients. In order to produce a committed client experience we have implemented the following goals: Team of accredited financial planners Communication and educational materials that guide and help investors navigate a changing world The service team that makes sure each need and request is handled quickly Transparency - easy access to all portfolio holdings, results, and yield Efficient cost and transparency Flexibility - able to make quick changes as markets and clients' needs change Portfolio management team dedicated to building efficient portfolios with a focus on maximizing results Access to review risk and results quickly By committing to building a team of professionals with these qualities our clients and Linden Thomas & Company become a winning team. 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