Senior Financial Advisor - Managing Principal
CurrentAs the founder of the wealth management firm, Linden Thomas and Company, I have created a process that combines our team’s experience, outside technology and our own proprietary review process. This process has elevated our investment firm to a high standard in service, transparency, and results our clients are familiar with from their previous advisors.• We help develop investment strategies that start with establishing a goal for our client• We analyze risk tolerance and develop an asset allocation strategy• We have the discretion to utilize what we believe are some of the top money managers • We build personalized fixed-income portfolios based on the client’s net cash flow needsInvestment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer, and a separate non-bank affiliate of Wells Fargo & Company. Linden Thomas and Company is a separate entity from WFAFN.Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.Independent money management may not be suitable for all investors.Investments in fixed-income securities are subject to market, interest rate, credit, and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline in the bond's price. Credit risk is the risk that an issuer will default on payments of interest and/or principal. The risk is heightened in lower-rated bonds. If sold prior to maturity, fixed-income securities are subject to market risk. All fixed-income investments may be worth less than their original cost upon redemption or maturity.
