Private Wealth Manager – Charlotte, North Carolina
So when Thomas decided to go out on his own, he had a wealth of knowledge on which to base his new venture. Thomas envisioned an enterprise operating free of any conflicts of interest between its own goals and its clients’ needs, and he sought to build an organization that could deliver it. This became the genesis of what is known today as Linden Thomas and Company, an independent financial consulting firm headquartered in Charlotte, NC. Linden Thomas and Company strives to be an outstanding firm and, more importantly, an exceptional partner, assessing and addressing the goals and objectives of its clients.
“Our primary focus is our clients’ needs,” says Thomas, managing principal of the firm. “Everything we do is designed to meet those needs, putting the client first. And to us it is absolutely essential to do this with a high degree of ethics and morals, by both treating the client right and doing what we ourselves know is right. That’s not always easy in such a competitive industry.”
Since its formation, Linden Thomas and Company has evolved into a cohesive group of financial professionals focused on a single objective: to strive to provide the very best investment results and superior service to its clients. The combination results in an organization that is committed to maintaining its independence and delivering the best possible financial results enabling the company to help serve its client’s needs. We utilize a team approach that’s not centered on selling products, but structured holistically around clients, building unique portfolios to fit their particular circumstances.
Linden Thomas and Company is comprised of 20 accomplished professionals with a combined experience of over 100 years managing assets. Well versed in all of the latest industry technology, the firm is especially adept at building fixed income portfolios based on the net cash flow needs of the individual.
We’re likewise proficient at searching for equity managers that present the least amount of risk while helping meeting the client’s growth goals. This is made possible by employing an in-house team that monitors and researches equity managers, focusing on items such as performance, risk and buy-sell discipline. Linden Thomas built this team to allow portfolios to evolve as clients’ needs change over the years.
Independent Investment Consulting Firm
Independence offers Linden Thomas a number of advantages. “At big retail firms I was always hindered from having a solid client support infrastructure,” says Thomas. “A significant part of a large firm’s revenues go to support the firm’s own infrastructure which had little to no net benefit to its clients.
Now, because we’re independent private wealth managers and don’t have that additional overhead, we can use those revenues however we see fit. We choose to spend them on systems, technology and staff in order to better serve our clients and ultimately, to help build better portfolios.”
Our size is a definite plus – big enough to offer an extensive variety of portfolio analytics and other related services, yet small enough to provide personal attention. “We have a client-driven business model, and as it turns out, this ends up working better for us,” says Thomas.
Linden Thomas and Company is fortunate to be experiencing growth and continually adding talented staff. Another direct result of its success is its involvement with various ministries and charities. This is a priority of our firm, which gives away 10 percent of our revenues to causes that are in need. Because Stephen Thomas grew up in a family of little means, he believes that giving back to those in need is a foundation of anyone who has been blessed with abundance. To whom much has been given, much is required! Because of this, Linden Thomas gives a percent of their monthly revenues to several charities and ministries committed to helping those in need, especially children that are underprivileged.
With enhanced client service and integrity as its hallmarks, Linden Thomas and Company has assembled a team of talented individuals whose only priority is the fulfillment of our clients’ financial goals.
Call or contact us to arrange a no-cost, no-obligation evaluation of your current financial portfolio.
704-554-8150 or 877-554-8150.