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

Client Specialists & Service Team

Over 36 years of putting clients first

Our team has over 200 years of combined experience. Each member plays a role in managing, consulting, and servicing our clients. Our founder, Stephen L. Thomas, prior to establishing Linden Thomas & Company, found that most of the industry advisors fell short of client's expectations because they would not build a team with industry experts within their respective fields. Instead, they often farmed out the advice to third-party money managers pooling clients together. In that environment, clients get both poor advice and results.

So, Linden Thomas & Company set out to build a team of multi-generational, multi-talented Certified Financial Planners, Chartered Financial Analysts, and bond and equity experts alongside financial advisors. This allows each of our client's direct access to superior portfolio management and a team of specialists to help them navigate through life with the very best, unbiased advice.


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