Why a Team
Our team approach is broken into four key areas:
Retirement Planning
- Pre-retirement
- Retirement
Investment Management
- Portfolio management
- Portfolio construction
- Monitoring equity earnings quality
- Maximizing equity results
- Enhanced yield/fixed-income
- Managing risk
- Minimizing cost
- Tax overlay
Service/Communication
- Education
- Contribution/distribution monitoring
- Beneficiary review
- Portfolio access
- New account
- Portfolio reviews
Reporting
- Online access
- Quality hard copy reviews
- Emailed portfolio summaries
Without a team working together to provide the results we believe our clients want and deserve, we would be just like other industry advisors.
They charge a fee for pooled investments and produce poor results.
Our focus on maximizing results and planning could not be achieved without a qualified team of professionals working together for the good of our clients.
At Linden Thomas & Company, our team consists of professionals who work together in eight important areas:
- Financial planning
- Equity research
- Allocation science
- Risk management
- Yield-focused, fixed income management
- Passive and active equity management
- Generational planning
- Daily service
Unlike most retail advisors or firms, in order to achieve our clients' best results, we believe that it's impossible to do so without a team working together.
"Great results are no accident."
~ Stephen L. Thomas
Each client is embraced by this team approach, which is designed to give our investors the best in planning, education, results, transparency, and service.
These eight key aspects of our firm make it easy to make decisions and achieve the best results over their lifetime.
Planning
Our financial planners work together to build a comprehensive plan that is designed to help introduce and guide clients in meeting their expectations - both for current and family needs.
