Honoring Those Who Served: A Tribute to Our Veterans
Linden Thomas & Company
金融服务
Charlotte，North Carolina 571 位关注者
Private Wealth Management Firm working with high-net-worth individuals, families and businesses for more than 30 years.
关于我们
At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to the unique financial goals of each client. We are driven to provide clients with uncluttered, clear, professional advice to enhance their quality of life and lead them to a sustained, accountable investment solution. Our team consists of financial planners, portfolio managers, analysts, fixed income and equity traders, and retirement experts with over 100 years combined experience working with clients to help them plan and aim to maximize results with investable assets. Each one of our team members is here to add a layer of expertise and support by helping each client meet their needs both prior to and during retirement. Consistently ranked and awarded 31 national recognitions as a top independent financial advisor by the likes of Barron’s, Forbes and Financial Times, Steven L. Thomas is the founder and managing principal of Linden Thomas and Company. The disciplined institutional approach that Linden Thomas has developed is focused on creating efficient portfolios that are designed to be a results-driven program coupled with world-class customer service. To learn more about Linden Thomas and our process, visit https://lindenthomas.com. Securities offered through Linden Thomas and Company Securities, LLC, member FINRA/SIPC. Advisory services offered through Linden Thomas Advisory Services, LLC, a SEC Registered Investment Advisor. Linden Thomas and Company Securities, LLC and Linden Thomas Advisory Services, LLC are affiliated entities.
- 网站
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https://lindenthomas.com/
Linden Thomas & Company的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Charlotte，North Carolina
- 类型
- 私人持股
- 创立
- 2005
- 领域
- Wealth Management、Financial Investment Services、Financial Consulting、Asset Management和Investment Management
地点
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主要
获取路线
516 N Tryon St
US，North Carolina，Charlotte
Linden Thomas & Company员工
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Michael S. Segal
COO @ Linden Thomas, LLC | Investment Management
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Mike Knox
Managing Director, Shareholder Services at Nottingham
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David Smith
Solution-Oriented Chief Compliance Officer / AML Compliance Officer / Operations Manager
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Daniel Segal, CFA
Equities Portfolio Management | Quant Research | Data Analytics | Lifelong Coder
动态
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Remembering September 11, 2001 #patriotday #unity #resilence
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What Matters to Our Clients? This is the most important subject anyone who is managing assets should be able to address or discuss. Here are some items my team and I have found are priorities to the people we serve and manage: ? Care - We have to care about the people and clients we work with. Their needs must become our needs. ? Honesty - In an industry which has often failed, our team and leadership at Linden Thomas & Company needs to always seek honesty in what we say and do. ? Transparency - Our clients want and deserve transparency at all levels. Learn More: https://lnkd.in/eU9h2ks9 #topindexes #wealthmanagement #lindenthomas
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Retirement planning is often overlooked when building a sound financial foundation. Developing and sticking to an established plan can lead to a successful and stress-free retirement. Learn how Linden Thomas can help:?https://lnkd.in/eN7iZYt6 #topindex #wealthmanagement
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Happy Independence Day from the team at Linden Thomas! #4th #independenceday
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World Class Management As Thomas began to establish Linden Thomas & Company as an investment firm that caters to the client's needs, he knew he would need a team. Over the last 30 years, we have found that building an investment firm that puts the client's needs first can't be done without a team. Superior results cannot be achieved unless you manage assets directly. The Linden Thomas & Company team works together to ensure that the investor's plans are put in place efficiently. Additionally, each portfolio is tailored and managed with a focus on maximizing investor results. Visit Linden Thomas: https://lnkd.in/eU9h2ks9 #topwealthmanager #financialadvice
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Superior Advice Advice is only as good as the team that gives it. Additionally, it’s only as good as the technology behind it. With almost 100 years of collective experience, The Linden Thomas & Company team of financial planners, portfolio managers, and Chartered Financial Analysts (CFAs) work together to ensure that each affluent client receives expert planning and family advice specific to their needs. Learn More: https://lnkd.in/eU9h2ks9 #wealthmanager #finance #financialadvice
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7 reasons why affluent investors with over 1 million in investable assets choose Linden Thomas & co. to build privately managed bond portfolios for their private clients: 1. Tailored portfolios specific to net income needs 2. High annual income minimizes the need to sell principal during retirement! 3. Long term stability! 4. Total transparency and control! 5. No hidden fees and high investment advisor fees! 6. 37 years of industry experience working with affluent investors! 7. A Team of professionals that help affluent investors plan and manage assets efficiently! Learn More: https://lnkd.in/gpqibVJs #lindenthomas #wealthmanagement #affluentinvestors
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Three key aspects to LT & Co. Privately managed indexes are: 1. Earnings Quality 2. Direct Ownership 3. Diversification! Learn More: https://lnkd.in/gpqibVJs #privateindexes #wealthmanagement #directownership
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Truth and Evidence For over 30 years, founder Stephen L. Thomas and his team have helped affluent investors move from inefficient managed portfolios with poor results to efficient portfolios with a focus on maximizing outcomes. Learn More: https://lnkd.in/ekMccUP6 #index #wealthmanagement #lindenthomas