About Company

Linden Thomas & Company is a Charlotte-based private wealth management firm that provides tailored portfolio management and retirement planning services to high-net-worth clients, offering an "Institutional Direct" approach that builds portfolios through individual securities rather than pooled mutual funds. Linden Thomas & Company focuses on portfolio efficiency, transparency, earnings-focused equity strategies, and yield-focused fixed income, and is led by founder Stephen L. Thomas with decades of industry experience; the company operates as an independent SEC-registered asset manager and a wholly owned broker-dealer serving clients across multiple states from its office at 516 N Tryon Street in Charlotte, NC.

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