#3 - Implementation of
Your Investment Plan

Focus on the best private wealth managers

One of America’s Top Wealth Managers

Step 3 – Implementation of Your Investment Plan

As independent financial consultants and top private wealth managers, we are free to seek out the best investment managers and investment vehicles in which to implement your investment plan.

Our singular objective is to present our clients with only the very best private wealth managers, based on our opinion of their ability to deliver superior long- term performance compared to their peers. Past performance is no guarantee of future results.

In addition to seeking what we view as top performing managers, it is very important to hire managers who complement one another. Simply stated, this means hiring managers who employ different, but complementary investment strategies. This may enable us to better control volatility.

In seeking the very best money managers, we consider the following:

Organization

  • Firm Ownership
  • Depth of Organization
  • Strength of Back Office
  • Assets Under Management & Capacity to Add Additional Assets
  • Fees & Expenses

Investment Team

  • Tenure of Key Decision Makers
  • Changes in Key Decision Makers
  • Experience of Key Decision Makers
  • Compensation of Key Decision Makers

Strategy & Risk

  • Logic of Philosophy
  • Repeatability & Predictability
  • Style Drift – True to Style in Changing Times

Performance

  • Relative to Peers and Benchmarks
  • Consistency Over Long Periods of Time
  • Consistency Through Different Market Environments
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CALL US: 704-554.8150

Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

© 2016 Linden Thomas and Company All rights reserved.

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

Step 3 – Implementation of Your Investment Plan

Charlotte Location
Linden Thomas and Company
516 N Tryon Street
Charlotte, NC 28202
CONTACT US

Phone: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com

Click here for directions/map

© 2016 Linden Thomas and Company All rights reserved.