Hello Stephen,

Linden Thomas & Company was recently ranked by BARRON'S as one of the nation’s top 100 independent wealth managers and is the only firm in the Carolinas to make this prestigious list. While we are honored by making this list of the industry’s best, we realize it is our clients' success that has allowed us to be recognized year after year.

We discuss our approach to private wealth management in down markets in our eBook Portfolio Efficiency & Behavior. Linden Thomas & Company has built a more efficient, earnings focused approach which allows our clients' portfolios to outperform index fund companies like Vanguard. Below is an illustration of our earnings focused approach back tested against a Vanguard pooled index fund.

LINDEN THOMAS & CO EARNINGS FOCUSED INDEX

BEATS THE POPULAR VANGUARD 500

(Annualized back test period ending 12/31/2022)

(to enlarge click chart or turn mobile device sideways )

In this guide, you'll learn:

• The 4 Wise Disciplines
• The 3 Negative Investor Behaviors
• The 3 Qualities of Efficient Portfolios
• 2 Strategies for Adding in Down Markets
• How Portfolio Efficiency and Good Behavior Enhance Results

Linden Thomas & Company has now been nationally recognized over 30 times by Barron's, Forbes, and Financial Times. We are currently accepting clients with $2 million or more in investable assets. If you would like to discuss the advantages of direct institutional investing with Linden Thomas, please give us a call at 877-554-8150.

Best Regards,

Stephen L. Thomas

Managing Principal,

Linden Thomas & Company

To review other helpful guides Linden Thomas & Company has to offer the affluent investor, please CLICK HERE.

DISCLAIMERS

Securities services offered through Linden Thomas & Company Securities, LLC; member FINRA/SIPC. Advisory services offered through Linden Thomas Advisory Services, LLC. Linden Thomas & Company Securities, LLC and Linden Thomas Advisory Services, LLC are affiliated entities. Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. An investor should carefully read and review all information provided by Linden Thomas Advisory Services, LLC ("Linden Thomas"), including, the Form ADV, Part 2A brochure and all supplements thereto, before making an investment. To read our full disclaimer information, please CLICK HERE.

The Vanguard 500 benchmark index measures the investment return of large-capitalization stocks. For further information on the criteria or methodology of awards earned, or the relevant articles and publications in which they appear, please contact your Representative. Linden Thomas does not directly or indirectly compensate third-party rating agencies to be considered for awards.

The data provided above for the proposed portfolio is based on back-tested performance. Examples of back-tested performance have several inherent limitations. Unlike an actual performance record, back-tested results do not represent actual performance of a portfolio managed by Linden Thomas Advisory Services, LLC over the period shown, are generally prepared with the benefit of hindsight and do not reflect the impact that material economic and market factors might have had on the management of the portfolio during the periods shown. There are numerous factors related to the markets in general or to the implementation of any specific investment program, which cannot be fully accounted for in the preparation of back-tested performance results and all of which can adversely affect actual investment results. The future results of the proposed portfolio may vary substantially from the back-tested results. There can be no guarantee that investment objectives or projected outcomes will be achieved.