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Affluent Investor - Investment Questionnaire

We Believe Great Results Are No Accident!

Thank you for showing interest in Linden Thomas & Company. Your time is valuable to us, by providing answers to these few questions below, we can properly assess your needs and put you on the right track to success! Once you've submitted this questionnaire, you'll be provided a link to the powerful publication, The Uncovered Truth About Failed Mutual Funds.

  • What brought you to Linden Thomas & Company to request investment information?
  • Are you currently considering changing your financial advisor?
  • What are your main financial concerns, problems and/ or worries (check all that apply)?
  • If you checked 'Something Else', please explain below:
  • Are you interested in growth, income, or a balance of both?
  • Do you currently have a financial advisor?
  • If you answered 'YES', are you satisfied with their performance?
  • What is the current size of your portfolio of investable assets (mutual funds, 401k, IRA, cash, stocks/bonds)?
  • Where are your investable assets currently held (check all that apply)?
  • How much monthly retirement income are you looking to have?
  • Is there anything else on your mind that you would like to share with us? The more detail, the better we can help point you in the right direction.
  • This field is for validation purposes and should be left unchanged.
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Linden Thomas & Company

516 N Tryon Street
Charlotte, NC 28202
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Call Now: (704) 554.8150
Toll Free: (877) 554-8150
email us: info@lindenthomas.com