McDowell Associates Investments, LP

Kenneth Trimbath is a financial advisor at McDowell Associates Investments, LP with 10 years of industry experience. He holds a Series 65 designation and has worked at Kattan Ferretti Financial L.P. since 2016 while also managing his own business since 2014. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, as well as pension plans and pooled investment vehicles. The firm uses a long-term investment approach supported by charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Cameron Roth is a financial advisor with McDowell Associates Investments, LP, holding a Series 65 designation and seven years of industry experience. He is also a part owner and portfolio manager of THOR Financial Technologies, LLC, which manages the publicly traded THLV ETF. Roth’s prior experience includes roles at Kattan Ferretti Financial and Albatross Capital. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, employing a long-term investment approach supported by various analytical methods. The firm is notable for principals' direct involvement with affiliated investment product providers and may adjust advisory fees for clients invested in those products.

Bradley Roth is a financial advisor at Thor Financial Technologies with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at UX Wealth Partners, Sardonyx Capital Management, Hatrick Capital, McDowell Associates, and Kattan Ferretti Financial. In addition to his advisory work, he is a licensed insurance agent and owner of McDowell Associates, occasionally offering insurance products to clients. Thor Financial Technologies is an SEC-registered investment advisor that manages the publicly traded THOR Low Volatility ETF (ticker: THLV), with Bradley Roth serving as a portfolio manager and partial owner. The firm integrates ETF management with client portfolios and adjusts money management fees for clients invested in the ETF.