Thales Investment Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thales Investment Services, Inc. provides discretionary portfolio management and advisory services to individual clients and select pension/profit-sharing plans, establishing written investment policy statements, strategic asset allocation, portfolio construction, and ongoing supervision. With two advisors managing roughly $3.36 million across 33 client accounts, the firm operates at a small scale and focuses on individualized portfolio oversight.
The firm employs a rules-based investment process that blends fundamental analysis, quantitative screening, and price-based indicators to select primarily exchange-listed equities and exchange-traded products. Its methodology emphasizes quality and balance-sheet discipline — including multi-year free cash flow screens (in some cases up to ten years), share-count reduction trends, market-cap minimums (around $1 billion), industry exclusions, and ranking by both fundamental factors and relative price performance; portfolios generally hold about 15–30 stocks and may be rebalanced as frequently as monthly.
Distinctive elements in Thales’ brochure include explicit allocations to ETFs providing exposure to gold, silver, and Bitcoin as a hedge against currency debasement or inflation, and an emphasis on hard-asset exposure implemented via exchange-traded products rather than direct holdings. The firm also discloses receipt of research and other services from custodians (for example, Interactive Brokers) under soft-dollar arrangements, which it identifies as a potential conflict of interest.
Client services
Expertise
Fee options
2% annually, calculated daily and apportioned by 252 trading days
Account minimum: $1,000
Main office
Houston TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mohammad H
Series 65
Houston, TX
Thales Investment Services, Inc.
Mohammad Hussaini is a Series 65-licensed financial advisor with Thales Investment Services, Inc. in Houston, TX, bringing six years of industry experience. Prior to joining Thales in 2019, he worked as a consultant and was self-employed. Outside of his advisory role, Hussaini holds leadership positions in several businesses, including serving as Chairman of Purity Foods Group, a protein-focused foodservice distributor, and Vice President of the American Halal Foundation, a halal consulting agency. Thales Investment Services provides discretionary portfolio management for individual clients and pension/profit-sharing plans, using a proprietary fundamental-value approach that integrates both fundamental and technical analysis and considers domestic and global macroeconomic and geopolitical factors.
Asim N
Series 65
Houston, TX
Thales Investment Services, Inc.
Asim Naseem is a financial advisor at Thales Investment Services, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked at Thales since 2012. Outside of his advisory role, Mr. Naseem operates a consulting practice through Run Staffing Inc., providing technical analyst services. Thales Investment Services offers discretionary portfolio management for individual clients and pension/profit-sharing plans, using a proprietary fundamental-value approach that incorporates both fundamental and technical analysis. The firm targets distressed and undervalued assets, with strategies that include illiquid and speculative positions while considering domestic and global macroeconomic factors.
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