12 Reasons
To Choose Institutional Direct
12 Reasons
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 27 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.


12 Reasons
To Choose Institutional Direct
12 Reasons
In this booklet you'll learn:
What most advisors don't want you to know
Read Our Guide