A complete list of active advisors currently associated with Deep Think Investments

Warmer can help you find a great advisor at Deep Think Investments or one who fits your needs even better.

Deep Think Investments provides discretionary and non‑discretionary asset management and project‑based financial planning to individuals, high‑net‑worth clients, corporations and other business entities. Its investment menu includes stocks, bonds, mutual funds, ETFs, REITs and options, and the firm does not participate in wrap fee programs. The firm uses a mix of charting (technical analysis), fundamental analysis and Modern Portfolio Theory and implements both long‑ and short‑term strategies that are tailored through individual Investment Policy Statements. Accounts are managed separately and the adviser can operate on a discretionary basis with ongoing supervision, while financial planning is typically delivered as a one‑time written plan unless further engagement is agreed. With approximately $23.4 million in assets under management across 24 clients, the firm’s average client account size is relatively large for a two‑advisor practice, creating a client base that is smaller and more concentrated than many peers. Operationally, the firm does not aggregate trade orders, does not receive soft‑dollar benefits, and leaves proxy voting to clients — practices that distinguish it from firms that routinely aggregate trades or accept third‑party research credits.

To learn more about the advisors currently working at Deep Think Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.