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About Linden Thomas & Company
Linden Thomas & Company is a distinguished private wealth management firm, led by founder Stephen L. Thomas, a respected leader with over 30 years of experience, frequently recognized by prestigious publications like Barron's, Forbes, and Financial Times as one of America's top wealth managers.
The firm's journey began when Stephen identified the need for an investment advisory firm that prioritized clients' needs over product sales. He started in Washington, DC, and over the years, built a strong foundation rooted in efficient portfolio construction and client-centric principles.
Today, Linden Thomas & Company operates as an independent investment firm, distinct from many others in the industry. They focus on delivering pure, objective, and disciplined investing, providing clients with the most efficient path to wealth accumulation, protection, and asset transfer.
Linden Thomas & Company's unique approach, known as Institutional Direct, allows clients direct access to individually managed equity portfolios. This approach minimizes fees, enhances transparency, and maximizes control, resulting in tailored and efficient portfolios.
As a boutique, independent firm, Linden Thomas & Company stands out for its nimbleness, client-focused approach, and unbiased wealth advice. Their commitment to clients' success and transparent, efficient investment strategies sets them apart in a world dominated by larger, product-centric financial institutions.
Pricing options
Regulatory filings
Areas of specialty
- Private Wealth Management
- Portfolio Management
- Retirement Planning
More about Linden Thomas & Company
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 288557 | 5 |
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