Linden Thomas & Company
Awarded Top 100 Wealth Advisors 2023 By Barron's
Published in Wall Street Journal on September 18, 2023, Linden Thomas & Company stands as the only independent advisor selected from North or South Carolina
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Over a decade of being recognized as one of the top wealth managers in the nation.
With over 35 years of experience, Stephen L. Thomas and his team of industry leading professionals work together to build private portfolios through direct ownership of securities. They tailor the portfolio to the client's needs with a focus on efficiency, quality, and results. Because they build and manage each portfolio directly, they're able to avoid the high costs of retail advisors and the hidden costs and inefficiencies of pooled funds or model portfolios. Their mission is to build high-quality, comprehensive portfolios with an emphasis on long-term results and portfolio efficiency.
A History of Linden Thomas & Company's Accolades*
Our Unique Approach:
Institutional Direct
After spending 20 years as one of the top investment advisors of several of Wall Street’s largest investment firms, the founder of Linden Thomas & Co. (Stephen Thomas) felt that Wall Street’s firms could not manage or deliver the results that clients were looking for.
Pioneered by Stephen Thomas, Institutional Direct cuts out the high hidden costs of retail while giving investors access to tailored portfolio management with an institutional approach.
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How We Got Here:
5 reasons why affluent investors choose our institutional approach
- A team of professionals dedicated to tailoring each portfolio to the client’s needs.
- Avoids the high and hidden costs found with retail investment advisors and their products.
- Direct ownership of holdings gives investors transparency and control.
- Tailored equity portfolios built for uncertain times by focusing on companies with high earnings standards.
- Yield focused fixed income portfolios are tailored to clients' income needs, maximizing pre-retirement compounding, and post-retirement cash flow.
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*Linden Thomas does not directly or indirectly compensate third-party rating agencies to be considered for awards. Linden Thomas Recognitions were published on the award date displayed with awards holding accreditation from publishing agencies for 1 year.