877.554.8150 CLIENT LOGIN About Us What We Offer Discipline & Results How We Compare Investor Institute Awards Contact Us Home < About Us How We're Different Our Story How We Compare Why Independence Our Beliefs Our History 12 Reasons To Choose Institutional Direct In this booklet you'll learn: What most advisors don't want you to know Read Our Guide About Us Linden Thomas & Company founder, Stephen L. Thomas, began his career in Washington, DC over 30 years ago and learned early on there are a few simple things that investors expect: Straight-forward guidance, fair cost, efficient asset management, transparency, good reliable service, and proven investment results. In a journey which took him from green wealth manager to becoming one of the industry’s top wealth managers (working with big Wall Street firms to advising some of the nation’s wealthiest investors), Thomas’ focus never changed. When his work with Wall Street failed to yield maximum benefits to his valued clients, he set out to build a private, wholly-owned independent investment firm. That firm is Linden Thomas & Company. Today, Linden Thomas & Company serves the investment needs of high net worth individuals who are given direct access to institutional portfolio management through individual securities (defined as Linden Thomas & Company Institutional Direct). Over the years, Thomas and his team have developed several earnings focused equity strategies, along with their tailored Yield-Focused Fixed Income discipline. The firm’s team of financial planners, analysts, and other industry experts provide clients not only with the best planning advice, but maximized portfolio results through direct portfolio management. And unlike most investment firms where advisors charge high fees to invest in third-party funds with hidden costs, Linden Thomas & Company Institutional Direct Equity Indexes and Fixed Income portfolios eliminate the disadvantages of pooled mutual funds. For over 30 years, Thomas and his team have been putting the needs of their clients first. Thomas has been recognized 30 times as one of the industry’s top wealth managers by Barron’s, The Financial Times, and Forbes Magazine. "Each client’s success is directly related to the efforts we make on their behalf." ~ Stephen L Thomas Thomas found that portfolio results have a direct correlation to portfolio efficiency, so he established eight principles of investing referred to as Portfolio Efficiency Theory. These guiding principles are what drives Linden Thomas & Company Equity and Fixed Income Management, which ensures our clients will achieve the best results. 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