As Seen in Forbes – June 25, 2012
Most financial advisors would agree: when it comes to meeting long-term retirement goals, informed planning, open communication, and sound execution are equally critical. But those select few who actually emphasize all three in practice–identifying clients’ goals, managing their expectations, and building tailored portfolios designed to achieve realistic ends–are truly a cut above.
Consider the Charlotte-based investment consulting firm Linden Thomas and Company, whose refreshingly direct, comprehensive approach to retirement planning has fueled its rise to the top tier of its industry. In 2011, with over $800 million in assets under management, Linden Thomas and Company ranked #7 among America’s Top 100 Independent Broker/Dealer Advisors* 2012 (Registered Rep. magazine)