Linden Thomas & Company
Financial Service
Why pick this one
Linden Thomas & Company has over 39 years of experience providing direct institutional portfolio management tailored for high net worth clients.
Best for
- high net worth individuals seeking personalized investment strategies
- clients seeking institutional-level portfolio management
Look elsewhere if
- budget-limited investors
- individuals with less than $2 million to invest
Specialties
- Institutional portfolio management
- Earnings-focused equity strategies
- Yield-focused fixed income management
What makes them different
- Client results are prioritized over products
- 34 national recognitions from industry leaders
- Direct management of client assets without third-party fees
- Customized portfolios built using Efficient Portfolio Theory
- Access to institutional portfolio management for high net worth clients
- Years in business
- 39
Distilled from this business's own website.
Contact & Location
- Address
- 516 N Tryon St, Charlotte, NC 28202-2232
- Phone
- +17045548150
- Website
- https://lindenthomas.com/contact-linden-thomas/
Services
- private wealth management
- retirement planning
- portfolio management